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 5-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 | $6,853 | $81,625-91.6% | $58,482-88.3% | $139,434-95.1% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 21.53% | 7404.20%-7382.7pp | 4239.32%-4217.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,488 | $2,557-2.7% | $1,924+29.3% | $6,710-62.9% |
| Admin fee / account holder | $24 | $3,265-99.3% | $2,516-99.1% | $11,403-99.8% |