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 | $131,168 | $201,272-34.8% | $184,203-28.8% | $145,922-10.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 138.29% | 29.00%+109.3pp | 28.81%+109.5pp | 561.29%-423.0pp |
| Employer contribution / active EE | $1,416 | $7,022-79.8% | $6,427-78.0% | $4,660-69.6% |
| Participant deferral / active EE | $2,718 | $9,806-72.3% | $9,131-70.2% | $6,688-59.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |