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 | $38,051 | $133,958-71.6% | $112,228-66.1% | $134,475-71.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $408 | $4,038-89.9% | $3,635-88.8% | $4,740-91.4% |
| Participant deferral / active EE | $1,233 | $5,291-76.7% | $4,728-73.9% | $6,400-80.7% |
| Admin fee / account holder | $27 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |