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 | $22,948 | $138,065-83.4% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.04% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $598 | $5,151-88.4% | $4,628-87.1% | $4,779-87.5% |
| Participant deferral / active EE | $2,129 | $6,799-68.7% | $6,426-66.9% | $5,609-62.0% |
| Admin fee / account holder | $241 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |