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 | $65,898 | $209,411-68.5% | $178,490-63.1% | $158,922-58.5% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 12.30% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,048 | $5,706-81.6% | $5,011-79.1% | $4,761-78.0% |
| Participant deferral / active EE | $1,813 | $5,954-69.6% | $5,202-65.1% | $5,982-69.7% |
| Admin fee / account holder | $95 | $17,074-99.4% | $13,984-99.3% | $11,246-99.2% |