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 | $14,667 | $138,044-89.4% | $125,339-88.3% | $134,475-89.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.64% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $193 | $5,243-96.3% | $4,814-96.0% | $4,740-95.9% |
| Participant deferral / active EE | $1,542 | $7,799-80.2% | $7,446-79.3% | $6,400-75.9% |
| Admin fee / account holder | $152 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |