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 | $33,747 | $153,772-78.1% | $133,980-74.8% | $273,961-87.7% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.1%-10.6pp | 83.0%-6.5pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $411 | $6,029-93.2% | $5,211-92.1% | $4,869-91.6% |
| Participant deferral / active EE | $597 | $6,958-91.4% | $6,282-90.5% | $5,287-88.7% |
| Admin fee / account holder | $109 | $11,765-99.1% | $9,324-98.8% | $10,132-98.9% |