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 | $14,336 | $49,280-70.9% | $67,313-78.7% | $64,186-77.7% |
| Participation rate | 76.0% | 60.8%+15.2pp | 69.1%+6.9pp | 69.6%+6.4pp |
| Annual return | -6.62% | -1.39%-5.2pp | -4.08%-2.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $260 | $1,668-84.4% | $2,566-89.8% | $2,381-89.1% |
| Participant deferral / active EE | $469 | $2,484-81.1% | $3,568-86.8% | $3,470-86.5% |
| Admin fee / account holder | $101 | $3,863-97.4% | $4,507-97.8% | $4,888-97.9% |