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 | $232,139 | $755,339-69.3% | $379,746-38.9% | $158,922+46.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 18.66% | 53.41%-34.8pp | 34.90%-16.2pp | 302.83%-284.2pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,458 | $7,938-81.6% | $6,024-75.8% | $5,982-75.6% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |