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 | $117,061 | $157,256-25.6% | $141,162-17.1% | $152,861-23.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 18.67% | 64.32%-45.7pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $441 | $5,261-91.6% | $4,735-90.7% | $4,762-90.7% |
| Participant deferral / active EE | $594 | $7,109-91.6% | $6,709-91.1% | $5,850-89.8% |
| Admin fee / account holder | $17 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |