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 6-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 | $24,251 | $209,336-88.4% | $197,124-87.7% | $137,256-82.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.66% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $331 | $6,591-95.0% | $6,227-94.7% | $4,156-92.0% |
| Participant deferral / active EE | $2,710 | $9,614-71.8% | $9,135-70.3% | $6,407-57.7% |
| Admin fee / account holder | $167 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |