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 | $47,709 | $167,307-71.5% | $143,757-66.8% | $134,475-64.5% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | 2.64% | 0.46%+2.2pp | -0.04%+2.7pp | 417.96%-415.3pp |
| Employer contribution / active EE | $287 | $5,619-94.9% | $4,951-94.2% | $4,740-93.9% |
| Participant deferral / active EE | $1,238 | $6,446-80.8% | $5,637-78.0% | $6,400-80.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |