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 7-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 | $24,072 | $87,540-72.5% | $75,781-68.2% | $125,391-80.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.73% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $51 | $3,930-98.7% | $3,323-98.5% | $4,866-99.0% |
| Participant deferral / active EE | $167 | $4,229-96.1% | $3,651-95.4% | $5,352-96.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |