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 4-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 | $100,073 | $97,757+2.4% | $83,848+19.4% | $135,375-26.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.02% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $606 | $4,222-85.7% | $3,631-83.3% | $4,779-87.3% |
| Participant deferral / active EE | $683 | $4,682-85.4% | $4,082-83.3% | $5,609-87.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |