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 | $153,802 | $154,228-0.3% | $145,433+5.8% | $137,256+12.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $529 | $4,804-89.0% | $4,554-88.4% | $4,156-87.3% |
| Participant deferral / active EE | $699 | $8,216-91.5% | $7,897-91.2% | $6,407-89.1% |
| Admin fee / account holder | $272 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |