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 | $209,411-100.0% | $178,490-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 28.77% | 188.75%-160.0pp | 151.07%-122.3pp | 302.83%-274.1pp |
| Employer contribution / active EE | $902 | $5,706-84.2% | $5,011-82.0% | $4,761-81.1% |
| Participant deferral / active EE | $3,224 | $5,954-45.9% | $5,202-38.0% | $5,982-46.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |