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 10-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 | $24,118 | $107,334-77.5% | $92,893-74.0% | $152,861-84.2% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 14.79% | 145.58%-130.8pp | 109.41%-94.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $502 | $4,845-89.6% | $4,236-88.1% | $5,850-91.4% |
| Admin fee / account holder | $208 | $7,079-97.1% | $5,794-96.4% | $11,596-98.2% |