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 | $55,749 | $135,635-58.9% | $110,238-49.4% | $135,375-58.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.35% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $526 | $4,906-89.3% | $3,826-86.3% | $4,779-89.0% |
| Participant deferral / active EE | $992 | $5,506-82.0% | $4,672-78.8% | $5,609-82.3% |
| Admin fee / account holder | $144 | $11,457-98.7% | $8,547-98.3% | $10,827-98.7% |