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 3-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 | $8,832 | $90,397-90.2% | $76,002-88.4% | $145,959-93.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.03% | 621.97%-604.9pp | 360.07%-343.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $494 | $3,317-85.1% | $2,688-81.6% | $4,661-89.4% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $96 | $8,369-98.9% | $6,414-98.5% | $13,398-99.3% |