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 6-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 | $48,246 | $176,491-72.7% | $95,952-49.7% | $90,288-46.6% |
| Participation rate | 90.9% | 86.6%+4.3pp | 77.1%+13.8pp | 73.4%+17.5pp |
| Annual return | 0.00% | 20.14%-20.1pp | 91.61%-91.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $0 | $2,789-100.0% | $2,541-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $172 | $5,340-96.8% | $4,167-95.9% | $4,232-95.9% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |