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 9-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 | $31,396 | $105,860-70.3% | $90,749-65.4% | $134,475-76.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.15% | -11.01%-6.1pp | -12.16%-5.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $35 | $3,462-99.0% | $2,921-98.8% | $4,740-99.3% |
| Participant deferral / active EE | $88 | $5,216-98.3% | $4,564-98.1% | $6,400-98.6% |
| Admin fee / account holder | $257 | $13,938-98.2% | $8,445-97.0% | $11,426-97.8% |