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 | $34,140 | $58,879-42.0% | $178,490-80.9% | $73,488-53.5% |
| Participation rate | 70.3% | 66.2%+4.1pp | 81.9%-11.6pp | 70.7%-0.4pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $322 | $2,236-85.6% | $5,011-93.6% | $2,270-85.8% |
| Participant deferral / active EE | $643 | $2,567-75.0% | $5,202-87.6% | $3,740-82.8% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |