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 | $15,525 | $48,576-68.0% | $169,463-90.8% | $56,287-72.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | 0.00% | -2.51%+2.5pp | 1.83%-1.8pp | -9.96%+10.0pp |
| Employer contribution / active EE | $70 | $1,559-95.5% | $4,159-98.3% | $2,111-96.7% |
| Participant deferral / active EE | $661 | $3,275-79.8% | $5,277-87.5% | $3,350-80.3% |
| Admin fee / account holder | $22 | $435-94.9% | $9,109-99.8% | $521-95.7% |