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 8-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 | $168,632-100.0% | $147,614-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -2.27% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,017 | $6,252-83.7% | $5,564-81.7% | $4,866-79.1% |
| Participant deferral / active EE | $5,205 | $5,507-5.5% | $4,895+6.3% | $5,352-2.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |