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 4-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 | $14,398 | $95,862-85.0% | $79,550-81.9% | $134,475-89.3% |
| Participation rate | 91.3% | 75.0%+16.3pp | 69.5%+21.8pp | 81.2%+10.1pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $462 | $3,128-85.2% | $2,413-80.9% | $4,740-90.3% |
| Participant deferral / active EE | $290 | $4,693-93.8% | $3,985-92.7% | $6,400-95.5% |
| Admin fee / account holder | $79 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |