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 6-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 | $228,332-100.0% | $185,823-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 16.42% | 40.80%-24.4pp | 35.95%-19.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $125 | $4,967-97.5% | $4,087-96.9% | $4,761-97.4% |
| Participant deferral / active EE | $2,438 | $6,415-62.0% | $5,632-56.7% | $5,982-59.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |