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 | $37,193 | $183,963-79.8% | $162,163-77.1% | $152,861-75.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 25.70% | 150.76%-125.1pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $592 | $6,371-90.7% | $5,614-89.5% | $4,762-87.6% |
| Participant deferral / active EE | $1,546 | $8,034-80.8% | $7,298-78.8% | $5,850-73.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |