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 3-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 | $31,990 | $159,602-80.0% | $150,045-78.7% | $142,382-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.79% | 70.24%-54.4pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $703 | $4,961-85.8% | $4,693-85.0% | $4,299-83.6% |
| Participant deferral / active EE | $964 | $8,310-88.4% | $7,997-87.9% | $6,507-85.2% |
| Admin fee / account holder | $36 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |