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 | $15,594 | $109,982-85.8% | $97,226-84.0% | $145,922-89.3% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 13.75% | 242.90%-229.2pp | 75.13%-61.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $84 | $3,084-97.3% | $2,729-96.9% | $4,660-98.2% |
| Participant deferral / active EE | $27 | $4,676-99.4% | $4,264-99.4% | $6,688-99.6% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |