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 | $46,492 | $209,411-77.8% | $178,490-74.0% | $158,922-70.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.49% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $272 | $5,706-95.2% | $5,011-94.6% | $4,761-94.3% |
| Participant deferral / active EE | $1,394 | $5,954-76.6% | $5,202-73.2% | $5,982-76.7% |
| Admin fee / account holder | $220 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |