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 | $17,212 | $85,022-79.8% | $70,515-75.6% | $139,434-87.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.58% | 30.38%-13.8pp | 32.77%-16.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $7 | $3,909-99.8% | $2,973-99.8% | $4,751-99.9% |
| Participant deferral / active EE | $45 | $5,890-99.2% | $4,567-99.0% | $6,710-99.3% |
| Admin fee / account holder | $155 | $8,906-98.3% | $6,412-97.6% | $11,403-98.6% |