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 9-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 | $45,540 | $138,044-67.0% | $125,339-63.7% | $134,475-66.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.42% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | -$777 | $5,243-114.8% | $4,814-116.1% | $4,740-116.4% |
| Participant deferral / active EE | $1,494 | $7,799-80.8% | $7,446-79.9% | $6,400-76.7% |
| Admin fee / account holder | $297 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |