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 | $1,642 | $30,400-94.6% | $53,898-97.0% | $84,808-98.1% |
| Participation rate | 78.9% | 46.4%+32.5pp | 55.0%+24.0pp | 68.3%+10.6pp |
| Annual return | 22.92% | 500.19%-477.3pp | 528.60%-505.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $534 | $1,199-55.4% | $1,826-70.8% | $4,212-87.3% |
| Admin fee / account holder | $239 | $1,993-88.0% | $2,491-90.4% | $7,344-96.7% |