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 | $42,429 | $160,055-73.5% | $140,016-69.7% | $135,375-68.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.31% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,059 | $6,420-83.5% | $5,606-81.1% | $4,779-77.8% |
| Participant deferral / active EE | $1,158 | $7,642-84.8% | $6,927-83.3% | $5,609-79.3% |
| Admin fee / account holder | $30 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |