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 7-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 | $228,947 | $93,024+146.1% | $77,024+197.2% | $134,475+70.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -0.30% | 62.60%-62.9pp | 42.32%-42.6pp | 417.96%-418.3pp |
| Employer contribution / active EE | $15 | $3,418-99.6% | $2,812-99.5% | $4,740-99.7% |
| Participant deferral / active EE | $38 | $5,238-99.3% | $4,426-99.2% | $6,400-99.4% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |