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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $581,964-100.0% | $159,156-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 85.0%-85.0pp | 87.9%-87.9pp |
| Annual return | 17.13% | 19.66%-2.5pp | 10.03%+7.1pp | 19.66%-2.5pp |
| Employer contribution / active EE | $152 | $21,011-99.3% | $11,593-98.7% | $21,011-99.3% |
| Participant deferral / active EE | $606 | $8,361-92.8% | $4,578-86.8% | $8,361-92.8% |
| Admin fee / account holder | $0 | $49,887-100.0% | $122,144-100.0% | $49,887-100.0% |