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 5-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 | $19,937 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.37% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $855 | $4,961-82.8% | $4,693-81.8% | $4,299-80.1% |
| Participant deferral / active EE | $1,429 | $8,310-82.8% | $7,997-82.1% | $6,507-78.0% |
| Admin fee / account holder | $299 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |