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 7-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 | $21,898 | $56,443-61.2% | $83,848-73.9% | $55,725-60.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 0.00% | 393.67%-393.7pp | 850.88%-850.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $243 | $2,682-90.9% | $3,631-93.3% | $2,078-88.3% |
| Participant deferral / active EE | $606 | $2,965-79.6% | $4,082-85.1% | $3,356-81.9% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |