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 5-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 | $31,521 | $124,319-74.6% | $111,297-71.7% | $167,490-81.2% |
| Participation rate | 73.3% | 79.6%-6.3pp | 77.3%-4.0pp | 82.1%-8.8pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $144 | $3,435-95.8% | $2,731-94.7% | $4,837-97.0% |
| Participant deferral / active EE | $217 | $5,180-95.8% | $4,487-95.2% | $6,341-96.6% |
| Admin fee / account holder | $5 | $10,618-100.0% | $7,964-99.9% | $12,309-100.0% |