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 | $16,713 | $107,934-84.5% | $91,989-81.8% | $152,861-89.1% |
| Participation rate | 85.0% | 81.2%+3.8pp | 78.6%+6.4pp | 82.4%+2.6pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $263 | $4,210-93.7% | $3,452-92.4% | $4,762-94.5% |
| Participant deferral / active EE | $1,048 | $6,364-83.5% | $5,923-82.3% | $5,850-82.1% |
| Admin fee / account holder | $79 | $10,520-99.2% | $7,743-99.0% | $11,596-99.3% |