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 | $37,443 | $180,449-79.3% | $154,107-75.7% | $135,375-72.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.95% | 888.09%-889.0pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,094 | $6,035-81.9% | $5,298-79.3% | $4,779-77.1% |
| Participant deferral / active EE | $1,830 | $5,806-68.5% | $5,081-64.0% | $5,609-67.4% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |