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 5-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 | $30,874 | $176,056-82.5% | $159,436-80.6% | $167,490-81.6% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $384 | $5,297-92.8% | $4,829-92.1% | $4,837-92.1% |
| Participant deferral / active EE | $1,121 | $7,750-85.5% | $7,352-84.7% | $6,341-82.3% |
| Admin fee / account holder | $16 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |