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 | $61,310 | $62,586-2.0% | $76,768-20.1% | $64,186-4.5% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $130 | $1,832-92.9% | $2,485-94.8% | $2,381-94.6% |
| Participant deferral / active EE | $379 | $3,145-88.0% | $3,852-90.2% | $3,470-89.1% |
| Admin fee / account holder | $3 | $4,667-99.9% | $6,675-100.0% | $4,888-99.9% |