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 | $48,170 | $160,055-69.9% | $140,016-65.6% | $135,375-64.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.49% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,172 | $6,420-81.7% | $5,606-79.1% | $4,779-75.5% |
| Participant deferral / active EE | $1,429 | $7,642-81.3% | $6,927-79.4% | $5,609-74.5% |
| Admin fee / account holder | $234 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |