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 | $106,609 | $124,281-14.2% | $109,143-2.3% | $167,490-36.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 19.57% | 26.04%-6.5pp | 25.75%-6.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $616 | $4,207-85.4% | $3,722-83.4% | $4,837-87.3% |
| Participant deferral / active EE | $1,113 | $5,255-78.8% | $4,653-76.1% | $6,341-82.4% |
| Admin fee / account holder | $1 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |