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 | $30,496 | $127,100-76.0% | $105,738-71.2% | $135,375-77.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 4.49%-9.7pp | 6.27%-11.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $250 | $4,107-93.9% | $3,268-92.4% | $4,779-94.8% |
| Participant deferral / active EE | $250 | $5,064-95.1% | $4,080-93.9% | $5,609-95.5% |
| Admin fee / account holder | $253 | $9,087-97.2% | $6,913-96.3% | $10,827-97.7% |