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 5-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 | $15,429 | $114,381-86.5% | $107,525-85.7% | $142,382-89.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 16.15% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $577 | $4,015-85.6% | $3,754-84.6% | $4,299-86.6% |
| Participant deferral / active EE | $918 | $5,564-83.5% | $5,116-82.1% | $6,507-85.9% |
| Admin fee / account holder | $122 | $9,860-98.8% | $8,919-98.6% | $12,624-99.0% |