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 | $155,253 | $138,044+12.5% | $125,339+23.9% | $134,475+15.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 6.16% | 750.33%-744.2pp | 572.05%-565.9pp | 417.96%-411.8pp |
| Employer contribution / active EE | $395 | $5,243-92.5% | $4,814-91.8% | $4,740-91.7% |
| Participant deferral / active EE | $1,500 | $7,799-80.8% | $7,446-79.9% | $6,400-76.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |