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 6-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 | $82,298 | $162,781-49.4% | $133,956-38.6% | $158,922-48.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $517 | $4,975-89.6% | $3,919-86.8% | $4,761-89.1% |
| Participant deferral / active EE | $776 | $5,911-86.9% | $5,048-84.6% | $5,982-87.0% |
| Admin fee / account holder | $1 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |