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 | $33,926 | $127,386-73.4% | $115,037-70.5% | $125,391-72.9% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $486 | $5,166-90.6% | $4,608-89.5% | $4,866-90.0% |
| Participant deferral / active EE | $1,287 | $6,423-80.0% | $6,026-78.6% | $5,352-75.9% |
| Admin fee / account holder | $115 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |