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 5-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 | $30,826 | $66,402-53.6% | $109,895-71.9% | $85,850-64.1% |
| Participation rate | 83.3% | 63.9%+19.5pp | 74.2%+9.1pp | 69.3%+14.0pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.45%-29.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $108 | $1,687-93.6% | $2,842-96.2% | $2,565-95.8% |
| Participant deferral / active EE | $190 | $2,842-93.3% | $4,048-95.3% | $3,952-95.2% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,066-100.0% | $6,260-100.0% |