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 9-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 | $60,829 | $140,588-56.7% | $123,104-50.6% | $125,391-51.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.50% | 16.80%-18.3pp | 13.22%-14.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $728 | $6,041-87.9% | $5,151-85.9% | $4,866-85.0% |
| Participant deferral / active EE | $1,092 | $6,980-84.4% | $6,230-82.5% | $5,352-79.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |