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 | $79,791 | $88,707-10.1% | $74,183+7.6% | $273,961-70.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.77% | 11.94%-8.2pp | 17.74%-14.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $494 | $3,159-84.4% | $2,370-79.2% | $4,869-89.9% |
| Participant deferral / active EE | $1,056 | $4,212-74.9% | $3,550-70.2% | $5,287-80.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |