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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,122-100.0% | $57,179-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | 5.77% | 9.23%-3.5pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,187 | $2,374-7.9% | $3,096-29.4% | $3,203-31.7% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |