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 | $39,208 | $138,044-71.6% | $125,339-68.7% | $134,475-70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.91% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $774 | $5,243-85.2% | $4,814-83.9% | $4,740-83.7% |
| Participant deferral / active EE | $1,181 | $7,799-84.9% | $7,446-84.1% | $6,400-81.6% |
| Admin fee / account holder | $28 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |