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 | $104,957 | $84,685+23.9% | $142,942-26.6% | $67,986+54.4% |
| Participation rate | 93.1% | 61.4%+31.7pp | 76.8%+16.2pp | 57.2%+35.9pp |
| Annual return | 0.00% | 35.89%-35.9pp | 113.70%-113.7pp | 31.67%-31.7pp |
| Employer contribution / active EE | $258 | $2,263-88.6% | $4,139-93.8% | $2,019-87.2% |
| Participant deferral / active EE | $855 | $3,832-77.7% | $7,128-88.0% | $3,358-74.5% |
| Admin fee / account holder | $0 | $3,229-100.0% | $12,475-100.0% | $3,203-100.0% |