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 | $37,700 | $135,952-72.3% | $123,892-69.6% | $273,961-86.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.26% | 56.63%-51.4pp | 47.52%-42.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $528 | $5,170-89.8% | $4,617-88.6% | $4,869-89.2% |
| Participant deferral / active EE | $1,931 | $6,343-69.5% | $5,984-67.7% | $5,287-63.5% |
| Admin fee / account holder | $64 | $9,817-99.4% | $8,357-99.2% | $10,132-99.4% |