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 | $17,330 | $148,534-88.3% | $135,903-87.2% | $139,434-87.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.89% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $185 | $8,100-97.7% | $7,758-97.6% | $6,710-97.2% |
| Admin fee / account holder | $160 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |