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 6-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 | $19,131 | $72,012-73.4% | $185,823-89.7% | $79,858-76.0% |
| Participation rate | 74.4% | 65.8%+8.6pp | 78.0%-3.7pp | 69.6%+4.7pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $141 | $1,965-92.8% | $4,087-96.5% | $2,471-94.3% |
| Participant deferral / active EE | $312 | $3,779-91.7% | $5,632-94.5% | $3,740-91.7% |
| Admin fee / account holder | $1 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |