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 7-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 | $38,296 | $214,378-82.1% | $200,582-80.9% | $142,382-73.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 21.50% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $946 | $6,841-86.2% | $6,419-85.3% | $4,299-78.0% |
| Participant deferral / active EE | $1,074 | $9,865-89.1% | $9,331-88.5% | $6,507-83.5% |
| Admin fee / account holder | $58 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |