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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,723-100.0% | $121,196-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 71.7%-71.7pp | 69.6%-69.6pp |
| Annual return | -2.85% | 68.91%-71.8pp | 16.93%-19.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,007 | $2,280+119.6% | $3,344+49.7% | $3,470+44.3% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |