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 | $21,077 | $138,065-84.7% | $123,544-82.9% | $135,375-84.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.34% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $671 | $5,151-87.0% | $4,628-85.5% | $4,779-86.0% |
| Participant deferral / active EE | $525 | $6,799-92.3% | $6,426-91.8% | $5,609-90.6% |
| Admin fee / account holder | $26 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |