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 10-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 | $38,852 | $70,587-45.0% | $124,672-68.8% | $85,850-54.7% |
| Participation rate | 72.4% | 64.4%+8.0pp | 74.6%-2.2pp | 69.3%+3.1pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,493-100.0% | $6,260-100.0% |