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 7-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 | $18,904 | $68,719-72.5% | $91,541-79.3% | $84,808-77.7% |
| Participation rate | 94.9% | 64.5%+30.4pp | 69.8%+25.1pp | 68.3%+26.6pp |
| Annual return | 19.99% | 19.12%+0.9pp | 20.50%-0.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $90 | $5,786-98.4% | $6,956-98.7% | $7,344-98.8% |