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 | $83,702 | $157,256-46.8% | $141,162-40.7% | $152,861-45.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $779 | $5,261-85.2% | $4,735-83.5% | $4,762-83.6% |
| Participant deferral / active EE | $1,735 | $7,109-75.6% | $6,709-74.1% | $5,850-70.3% |
| Admin fee / account holder | $50 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |