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 | $37,960 | $116,175-67.3% | $93,606-59.4% | $152,861-75.2% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 19.83% | 35.96%-16.1pp | 32.76%-12.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $88 | $3,218-97.3% | $2,718-96.8% | $4,762-98.2% |
| Participant deferral / active EE | $1,088 | $4,603-76.4% | $4,069-73.3% | $5,850-81.4% |
| Admin fee / account holder | $163 | $10,748-98.5% | $7,888-97.9% | $11,596-98.6% |