See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,084 | $67,331-86.5% | $60,874-85.1% | $134,475-93.2% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -11.78% | 49.93%-61.7pp | 16.90%-28.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $177 | $3,096-94.3% | $2,701-93.5% | $4,740-96.3% |
| Participant deferral / active EE | $760 | $4,538-83.3% | $3,817-80.1% | $6,400-88.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |