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 | $2,398 | $29,660-91.9% | $56,411-95.7% | $80,856-97.0% |
| Participation rate | 85.3% | 41.6%+43.6pp | 52.5%+32.8pp | 67.6%+17.7pp |
| Annual return | 100.64% | 35.23%+65.4pp | 1701.33%-1600.7pp | 35.59%+65.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,480 | $1,226+102.3% | $1,952+27.0% | $4,296-42.3% |
| Admin fee / account holder | $214 | $2,428-91.2% | $2,829-92.4% | $6,918-96.9% |