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 | $23,850 | $48,300-50.6% | $40,145,923-99.9% | $62,891-62.1% |
| Participation rate | 78.8% | 62.0%+16.7pp | 68.4%+10.4pp | 69.3%+9.5pp |
| Annual return | 8.42% | 6.95%+1.5pp | 5.24%+3.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $303 | $2,388-87.3% | $2,591-88.3% | $3,203-90.6% |
| Admin fee / account holder | $252 | $2,919-91.4% | $2,903-91.3% | $4,296-94.1% |