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 | $32,540 | $138,065-76.4% | $123,544-73.7% | $135,375-76.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.77% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $828 | $5,151-83.9% | $4,628-82.1% | $4,779-82.7% |
| Participant deferral / active EE | $1,261 | $6,799-81.5% | $6,426-80.4% | $5,609-77.5% |
| Admin fee / account holder | $92 | $10,916-99.2% | $9,284-99.0% | $10,827-99.1% |