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 | $39,044 | $82,286-52.6% | $68,791-43.2% | $134,475-71.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $152 | $3,301-95.4% | $2,655-94.3% | $4,740-96.8% |
| Participant deferral / active EE | $722 | $4,739-84.8% | $3,941-81.7% | $6,400-88.7% |
| Admin fee / account holder | $31 | $6,481-99.5% | $4,932-99.4% | $11,426-99.7% |