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 3-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 | $58,824 | $73,933-20.4% | $96,683-39.2% | $75,163-21.7% |
| Participation rate | 89.7% | 66.4%+23.3pp | 74.3%+15.4pp | 67.2%+22.6pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $176 | $2,928-94.0% | $3,737-95.3% | $2,670-93.4% |
| Participant deferral / active EE | $703 | $3,659-80.8% | $4,878-85.6% | $4,125-83.0% |
| Admin fee / account holder | $135 | $5,216-97.4% | $6,730-98.0% | $5,651-97.6% |