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 7-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 | $43,062 | $99,032-56.5% | $80,019-46.2% | $135,375-68.2% |
| Participation rate | 95.7% | 78.4%+17.3pp | 75.8%+19.8pp | 82.6%+13.0pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $311 | $3,043-89.8% | $2,468-87.4% | $4,779-93.5% |
| Participant deferral / active EE | $704 | $4,282-83.6% | $3,686-80.9% | $5,609-87.5% |
| Admin fee / account holder | $160 | $10,436-98.5% | $6,521-97.5% | $10,827-98.5% |