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 4-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 | $121,803 | $124,281-2.0% | $109,143+11.6% | $167,490-27.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $108 | $4,207-97.4% | $3,722-97.1% | $4,837-97.8% |
| Participant deferral / active EE | $115 | $5,255-97.8% | $4,653-97.5% | $6,341-98.2% |
| Admin fee / account holder | $35 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |