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 | $42,811 | $82,286-48.0% | $68,791-37.8% | $134,475-68.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.97% | -2.19%-9.8pp | -6.38%-5.6pp | 417.96%-429.9pp |
| Employer contribution / active EE | $465 | $3,301-85.9% | $2,655-82.5% | $4,740-90.2% |
| Participant deferral / active EE | $628 | $4,739-86.7% | $3,941-84.1% | $6,400-90.2% |
| Admin fee / account holder | $198 | $6,481-96.9% | $4,932-96.0% | $11,426-98.3% |