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 | $19,519 | $190,805-89.8% | $159,960-87.8% | $134,475-85.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.84% | 552.23%-571.1pp | 408.60%-427.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $100 | $4,995-98.0% | $4,226-97.6% | $4,740-97.9% |
| Participant deferral / active EE | $375 | $6,923-94.6% | $6,182-93.9% | $6,400-94.1% |
| Admin fee / account holder | $93 | $10,471-99.1% | $8,698-98.9% | $11,426-99.2% |