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 | $48,884 | $69,010-29.2% | $159,960-69.4% | $68,494-28.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -5.96% | -9.65%+3.7pp | 408.60%-414.6pp | -7.84%+1.9pp |
| Employer contribution / active EE | $441 | $2,213-80.1% | $4,226-89.6% | $2,596-83.0% |
| Participant deferral / active EE | $674 | $4,212-84.0% | $6,182-89.1% | $4,027-83.3% |
| Admin fee / account holder | $123 | $4,798-97.4% | $8,698-98.6% | $5,403-97.7% |