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 | $41,799 | $138,065-69.7% | $123,544-66.2% | $135,375-69.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.93% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $379 | $5,151-92.6% | $4,628-91.8% | $4,779-92.1% |
| Participant deferral / active EE | $1,190 | $6,799-82.5% | $6,426-81.5% | $5,609-78.8% |
| Admin fee / account holder | $167 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |