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 | $82,603 | $202,432-59.2% | $169,368-51.2% | $139,434-40.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.74% | 531.74%-505.0pp | 405.60%-378.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $7 | $4,692-99.9% | $4,013-99.8% | $4,751-99.9% |
| Participant deferral / active EE | $14 | $6,938-99.8% | $6,221-99.8% | $6,710-99.8% |
| Admin fee / account holder | $21 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |