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 | $21,053 | $104,486-79.9% | $76,817-72.6% | $152,861-86.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 41.16% | 1013.37%-972.2pp | 1166.11%-1124.9pp | 345.32%-304.2pp |
| Employer contribution / active EE | $30 | $3,116-99.0% | $2,302-98.7% | $4,762-99.4% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $21 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |