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 8-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 | $29,185 | $180,449-83.8% | $154,107-81.1% | $135,375-78.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $503 | $6,035-91.7% | $5,298-90.5% | $4,779-89.5% |
| Participant deferral / active EE | $1,547 | $5,806-73.4% | $5,081-69.6% | $5,609-72.4% |
| Admin fee / account holder | $43 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |