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 | $87,154 | $159,901-45.5% | $146,958-40.7% | $145,922-40.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 0.00% | 98.13%-98.1pp | 418.34%-418.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $373 | $5,286-92.9% | $4,933-92.4% | $4,660-92.0% |
| Participant deferral / active EE | $467 | $8,428-94.5% | $8,070-94.2% | $6,688-93.0% |
| Admin fee / account holder | $1 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |