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 | $24,061 | $167,307-85.6% | $143,757-83.3% | $134,475-82.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.87% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $660 | $5,619-88.3% | $4,951-86.7% | $4,740-86.1% |
| Participant deferral / active EE | $1,641 | $6,446-74.5% | $5,637-70.9% | $6,400-74.4% |
| Admin fee / account holder | $193 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |