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 | $45,957 | $97,044-52.6% | $83,333-44.9% | $135,375-66.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -3.93% | 12.31%-16.2pp | 10.63%-14.6pp | 519.73%-523.7pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $481 | $5,964-91.9% | $5,565-91.4% | $5,609-91.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |