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 3-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 | $2,774 | $76,738-96.4% | $56,411-95.1% | $145,922-98.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 18.03% | 2994.23%-2976.2pp | 1701.33%-1683.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,981 | $2,623-24.4% | $1,952+1.5% | $6,688-70.4% |
| Admin fee / account holder | $168 | $3,334-95.0% | $2,829-94.1% | $13,397-98.7% |