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 | $70,622 | $180,449-60.9% | $154,107-54.2% | $135,375-47.8% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -7.57% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $474 | $6,035-92.2% | $5,298-91.1% | $4,779-90.1% |
| Participant deferral / active EE | $1,225 | $5,806-78.9% | $5,081-75.9% | $5,609-78.2% |
| Admin fee / account holder | $58 | $16,143-99.6% | $13,411-99.6% | $10,827-99.5% |