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 | $97,964 | $138,065-29.0% | $123,544-20.7% | $135,375-27.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.96% | 153.68%-160.6pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $438 | $5,151-91.5% | $4,628-90.5% | $4,779-90.8% |
| Participant deferral / active EE | $594 | $6,799-91.3% | $6,426-90.8% | $5,609-89.4% |
| Admin fee / account holder | $17 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |