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 4-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 | $19,643 | $54,350-63.9% | $82,719-76.3% | $68,494-71.3% |
| Participation rate | 87.1% | 63.9%+23.2pp | 72.6%+14.5pp | 67.9%+19.2pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $25 | $2,218-98.9% | $3,009-99.2% | $2,596-99.0% |
| Participant deferral / active EE | $52 | $3,246-98.4% | $4,395-98.8% | $4,027-98.7% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |