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 9-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 | $82,232 | $180,028-54.3% | $138,135-40.5% | $158,922-48.3% |
| Participation rate | 94.1% | 82.2%+11.9pp | 78.7%+15.4pp | 82.0%+12.2pp |
| Annual return | 22.56% | 21.68%+0.9pp | 20.51%+2.0pp | 302.83%-280.3pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,372 | $7,717-82.2% | $6,431-78.7% | $5,982-77.1% |
| Admin fee / account holder | $27 | $17,912-99.8% | $11,856-99.8% | $11,246-99.8% |