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 9-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 | $59,872 | $85,766-30.2% | $136,294-56.1% | $70,131-14.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $195 | $2,966-93.4% | $4,695-95.8% | $2,342-91.7% |
| Participant deferral / active EE | $480 | $5,051-90.5% | $6,247-92.3% | $3,332-85.6% |
| Admin fee / account holder | $102 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |