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 | $108,159 | $173,345-37.6% | $136,007-20.5% | $145,922-25.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 90.93% | 1163.32%-1072.4pp | 579.32%-488.4pp | 561.29%-470.4pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $100 | $8,699-98.9% | $7,025-98.6% | $6,688-98.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |