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 | $132,239-100.0% | $105,722-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 78.9%-78.9pp | 83.0%-83.0pp |
| Annual return | 10.88% | 10.07%+0.8pp | 12.25%-1.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $309 | $4,867-93.6% | $4,079-92.4% | $4,869-93.6% |
| Participant deferral / active EE | $8,001 | $6,233+28.4% | $5,326+50.2% | $5,287+51.3% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |