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 | $24,770 | $97,757-74.7% | $83,848-70.5% | $135,375-81.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -8.09% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $71 | $4,222-98.3% | $3,631-98.0% | $4,779-98.5% |
| Participant deferral / active EE | $386 | $4,682-91.8% | $4,082-90.5% | $5,609-93.1% |
| Admin fee / account holder | $1 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |