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 | $115,235 | $92,703+24.3% | $82,719+39.3% | $134,475-14.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.18% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $27 | $3,274-99.2% | $3,009-99.1% | $4,740-99.4% |
| Participant deferral / active EE | $40 | $4,802-99.2% | $4,395-99.1% | $6,400-99.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |