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 | $102,322 | $165,335-38.1% | $149,696-31.6% | $158,922-35.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $475 | $5,103-90.7% | $4,644-89.8% | $4,761-90.0% |
| Participant deferral / active EE | $1,250 | $7,181-82.6% | $6,842-81.7% | $5,982-79.1% |
| Admin fee / account holder | $293 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |