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 9-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 | $76,269 | $97,757-22.0% | $83,848-9.0% | $135,375-43.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.13% | 1287.37%-1287.5pp | 850.88%-851.0pp | 519.73%-519.9pp |
| Employer contribution / active EE | $629 | $4,222-85.1% | $3,631-82.7% | $4,779-86.8% |
| Participant deferral / active EE | $750 | $4,682-84.0% | $4,082-81.6% | $5,609-86.6% |
| Admin fee / account holder | $150 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |