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 | $9,337 | $92,703-89.9% | $82,719-88.7% | $134,475-93.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.06% | 944.92%-963.0pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $80 | $3,274-97.6% | $3,009-97.4% | $4,740-98.3% |
| Participant deferral / active EE | $342 | $4,802-92.9% | $4,395-92.2% | $6,400-94.7% |
| Admin fee / account holder | $54 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |