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 | $55,138 | $181,894-69.7% | $156,549-64.8% | $273,961-79.9% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,060 | $6,248-83.0% | $5,501-80.7% | $4,869-78.2% |
| Participant deferral / active EE | $1,346 | $5,550-75.8% | $4,871-72.4% | $5,287-74.5% |
| Admin fee / account holder | $262 | $15,559-98.3% | $13,027-98.0% | $10,132-97.4% |