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 8-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 | $109,249 | $99,640+9.6% | $86,436+26.4% | $134,475-18.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.66% | 6782.58%-6798.2pp | 4394.89%-4410.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $30 | $4,400-99.3% | $3,769-99.2% | $4,740-99.4% |
| Participant deferral / active EE | $867 | $7,246-88.0% | $6,952-87.5% | $6,400-86.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |