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 8-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 | $13,894 | $85,790-83.8% | $67,313-79.4% | $135,375-89.7% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $419 | $3,487-88.0% | $2,566-83.7% | $4,779-91.2% |
| Participant deferral / active EE | $597 | $4,651-87.2% | $3,568-83.3% | $5,609-89.4% |
| Admin fee / account holder | $2 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |