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 | $23,163 | $75,935-69.5% | $60,547-61.7% | $125,391-81.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -0.04% | -5.38%+5.3pp | 335.64%-335.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $65 | $4,506-98.6% | $3,328-98.0% | $5,352-98.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |