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 | $150,118 | $167,484-10.4% | $151,611-1.0% | $134,475+11.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 33.37% | 7.80%+25.6pp | 3.33%+30.0pp | 417.96%-384.6pp |
| Employer contribution / active EE | $870 | $6,829-87.3% | $6,166-85.9% | $4,740-81.6% |
| Participant deferral / active EE | $2,246 | $8,986-75.0% | $8,363-73.2% | $6,400-64.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |