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 7-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 | $26,931 | $157,256-82.9% | $141,162-80.9% | $152,861-82.4% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $77 | $5,261-98.5% | $4,735-98.4% | $4,762-98.4% |
| Participant deferral / active EE | $740 | $7,109-89.6% | $6,709-89.0% | $5,850-87.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |