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 | $54,533 | $89,355-39.0% | $141,162-61.4% | $72,985-25.3% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $613 | $3,114-80.3% | $4,735-87.1% | $2,440-74.9% |
| Participant deferral / active EE | $2,012 | $5,418-62.9% | $6,709-70.0% | $3,607-44.2% |
| Admin fee / account holder | $94 | $5,958-98.4% | $10,261-99.1% | $5,124-98.2% |