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 | $42,018 | $227,553-81.5% | $189,557-77.8% | $167,490-74.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.92% | 78.40%-70.5pp | 64.17%-56.3pp | 478.56%-470.6pp |
| Employer contribution / active EE | $413 | $5,316-92.2% | $4,412-90.6% | $4,837-91.5% |
| Participant deferral / active EE | $413 | $7,002-94.1% | $6,174-93.3% | $6,341-93.5% |
| Admin fee / account holder | $40 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |