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 | $62,657 | $161,701-61.3% | - | $142,382-56.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 14.32% | 549.36%-535.0pp | - | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $4,438-100.0% | - | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | - | $6,507-100.0% |
| Admin fee / account holder | $207 | $9,598-97.8% | - | $12,624-98.4% |