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 10-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 | $20,085 | $48,364-58.5% | $71,796-72.0% | $62,891-68.1% |
| Participation rate | 81.1% | 60.6%+20.5pp | 69.1%+12.0pp | 69.3%+11.8pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $73 | $1,042-93.0% | $1,924-96.2% | $2,281-96.8% |
| Participant deferral / active EE | $395 | $2,091-81.1% | $2,794-85.9% | $3,203-87.7% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |