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 | $25,763 | $95,416-73.0% | $185,823-86.1% | $85,850-70.0% |
| Participation rate | 93.8% | 68.8%+25.1pp | 81.7%+12.1pp | 69.3%+24.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $55 | $3,314-98.3% | $5,167-98.9% | $2,565-97.8% |
| Participant deferral / active EE | $235 | $3,423-93.1% | $5,568-95.8% | $3,952-94.0% |
| Admin fee / account holder | $129 | $7,213-98.2% | $16,237-99.2% | $6,260-97.9% |