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 8-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 | $14,541 | $76,000-80.9% | $154,107-90.6% | $64,186-77.3% |
| Participation rate | 95.9% | 70.4%+25.5pp | 83.0%+12.9pp | 69.6%+26.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $378 | $3,351-88.7% | $5,298-92.9% | $2,381-84.1% |
| Participant deferral / active EE | $843 | $3,175-73.4% | $5,081-83.4% | $3,470-75.7% |
| Admin fee / account holder | $2 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |