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 | $29,157 | $97,757-70.2% | $83,848-65.2% | $135,375-78.5% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -7.26% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $6 | $4,222-99.9% | $3,631-99.8% | $4,779-99.9% |
| Participant deferral / active EE | $1,145 | $4,682-75.6% | $4,082-72.0% | $5,609-79.6% |
| Admin fee / account holder | $3 | $6,674-100.0% | $5,478-99.9% | $10,827-100.0% |