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 | $18,805 | $97,757-80.8% | $83,848-77.6% | $135,375-86.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.12% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $219 | $4,222-94.8% | $3,631-94.0% | $4,779-95.4% |
| Participant deferral / active EE | $235 | $4,682-95.0% | $4,082-94.2% | $5,609-95.8% |
| Admin fee / account holder | $90 | $6,674-98.7% | $5,478-98.4% | $10,827-99.2% |