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 | $350,135-100.0% | $90,906-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 66.0%-66.0pp | 79.0%-79.0pp |
| Annual return | 12.96% | 11.86%+1.1pp | 15.40%-2.4pp | 11.86%+1.1pp |
| Employer contribution / active EE | $833 | $12,925-93.6% | $1,200-30.5% | $12,925-93.6% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,250-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $16,174-100.0% | $23,717-100.0% |