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 | $10,171 | $100,852-89.9% | $90,404-88.7% | $158,922-93.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $141 | $3,689-96.2% | $3,262-95.7% | $4,761-97.0% |
| Participant deferral / active EE | $738 | $4,348-83.0% | $3,963-81.4% | $5,982-87.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |