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 10-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 | $0 | $67,411-100.0% | $91,001-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 71.4%-71.4pp | 75.6%-75.6pp | 69.5%-69.5pp |
| Annual return | 15.97% | -40.16%+56.1pp | 4.60%+11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $108 | $1,786-93.9% | $2,456-95.6% | $2,342-95.4% |
| Participant deferral / active EE | $1,227 | $2,823-56.5% | $3,547-65.4% | $3,332-63.2% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |