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 3-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 | $2,590 | $27,915-90.7% | $58,482-95.6% | $75,163-96.6% |
| Participation rate | 75.0% | 38.8%+36.2pp | 50.9%+24.1pp | 67.2%+7.8pp |
| Annual return | 18.05% | 44.20%-26.1pp | 4239.32%-4221.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $47 | $669-93.0% | $1,053-95.5% | $2,670-98.2% |
| Participant deferral / active EE | $59 | $1,201-95.1% | $1,924-96.9% | $4,125-98.6% |
| Admin fee / account holder | $208 | $1,726-87.9% | $2,516-91.7% | $5,651-96.3% |