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 9-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 | $95,167 | $228,332-58.3% | $185,823-48.8% | $158,922-40.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.37% | 40.80%-30.4pp | 35.95%-25.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $200 | $4,967-96.0% | $4,087-95.1% | $4,761-95.8% |
| Participant deferral / active EE | $200 | $6,415-96.9% | $5,632-96.4% | $5,982-96.7% |
| Admin fee / account holder | $23 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |