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 9-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 | $105,370 | $180,449-41.6% | $154,107-31.6% | $135,375-22.2% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -6.41% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $327 | $6,035-94.6% | $5,298-93.8% | $4,779-93.1% |
| Participant deferral / active EE | $564 | $5,806-90.3% | $5,081-88.9% | $5,609-90.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |