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 | $103,031-100.0% | $78,805-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 81.4%-81.4pp | 73.6%-73.6pp | 85.6%-85.6pp |
| Annual return | 14.71% | -11.97%+26.7pp | -2.71%+17.4pp | 396.79%-382.1pp |
| Employer contribution / active EE | $1,229 | $6,909-82.2% | $4,059-69.7% | $7,508-83.6% |
| Participant deferral / active EE | $2,464 | $5,060-51.3% | $3,584-31.2% | $5,521-55.4% |
| Admin fee / account holder | $0 | $5,883-100.0% | $5,677-100.0% | $28,387-100.0% |