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 | $55,585 | $54,350+2.3% | $82,719-32.8% | $68,494-18.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.02% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $12 | $2,218-99.4% | $3,009-99.6% | $2,596-99.5% |
| Participant deferral / active EE | $97 | $3,246-97.0% | $4,395-97.8% | $4,027-97.6% |
| Admin fee / account holder | $139 | $4,395-96.8% | $5,329-97.4% | $5,403-97.4% |