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 | $49,331 | $101,724-51.5% | $164,813-70.1% | $80,856-39.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 0.00% | 16.72%-16.7pp | 69.93%-69.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $422 | $2,953-85.7% | $4,341-90.3% | $2,755-84.7% |
| Participant deferral / active EE | $856 | $4,477-80.9% | $6,031-85.8% | $4,296-80.1% |
| Admin fee / account holder | $255 | $8,227-96.9% | $12,690-98.0% | $6,918-96.3% |