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 6-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 | $45,884 | $58,512-21.6% | $84,015-45.4% | $72,985-37.1% |
| Participation rate | 74.5% | 61.2%+13.3pp | 69.0%+5.5pp | 69.5%+5.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $62 | $1,163-94.6% | $1,983-96.8% | $2,440-97.4% |
| Participant deferral / active EE | $946 | $2,394-60.5% | $3,239-70.8% | $3,607-73.8% |
| Admin fee / account holder | $3 | $4,569-99.9% | $6,101-100.0% | $5,124-99.9% |