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 | $207,938 | $884,045-76.5% | $453,369-54.1% | $167,490+24.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.40%-64.4pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,070-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,209-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |