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 | $119,962 | $209,411-42.7% | $178,490-32.8% | $158,922-24.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 19.51% | 188.75%-169.2pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $467 | $5,706-91.8% | $5,011-90.7% | $4,761-90.2% |
| Participant deferral / active EE | $520 | $5,954-91.3% | $5,202-90.0% | $5,982-91.3% |
| Admin fee / account holder | $37 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |