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 | $71,324 | $168,632-57.7% | $147,614-51.7% | $125,391-43.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.72% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $550 | $6,252-91.2% | $5,564-90.1% | $4,866-88.7% |
| Participant deferral / active EE | $505 | $5,507-90.8% | $4,895-89.7% | $5,352-90.6% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |