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 | $25,471 | $167,484-84.8% | $151,611-83.2% | $134,475-81.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.76% | 7.80%-8.6pp | 3.33%-4.1pp | 417.96%-418.7pp |
| Employer contribution / active EE | $300 | $6,829-95.6% | $6,166-95.1% | $4,740-93.7% |
| Participant deferral / active EE | $1,710 | $8,986-81.0% | $8,363-79.6% | $6,400-73.3% |
| Admin fee / account holder | $15 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |