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 | $31,700 | $138,065-77.0% | $123,544-74.3% | $135,375-76.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.81% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $150 | $5,151-97.1% | $4,628-96.8% | $4,779-96.9% |
| Participant deferral / active EE | $600 | $6,799-91.2% | $6,426-90.7% | $5,609-89.3% |
| Admin fee / account holder | $161 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |