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 | $14,778 | $54,229-72.7% | $70,092-78.9% | $68,494-78.4% |
| Participation rate | 97.1% | 64.5%+32.7pp | 70.5%+26.7pp | 67.9%+29.3pp |
| Annual return | -7.99% | -13.87%+5.9pp | 190.73%-198.7pp | -7.84%-0.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $61 | $4,694-98.7% | $6,267-99.0% | $5,403-98.9% |