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 | $58,468 | $97,757-40.2% | $83,848-30.3% | $135,375-56.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 206.44% | 1287.37%-1080.9pp | 850.88%-644.4pp | 519.73%-313.3pp |
| Employer contribution / active EE | $34 | $4,222-99.2% | $3,631-99.1% | $4,779-99.3% |
| Participant deferral / active EE | $829 | $4,682-82.3% | $4,082-79.7% | $5,609-85.2% |
| Admin fee / account holder | $162 | $6,674-97.6% | $5,478-97.0% | $10,827-98.5% |