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 4-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 | $1,057 | $67,823-98.4% | $52,425-98.0% | $137,256-99.2% |
| Participation rate | 77.3% | 63.9%+13.4pp | 55.6%+21.6pp | 80.0%-2.7pp |
| Annual return | 20.38% | 219.11%-198.7pp | 302.12%-281.7pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $285 | $2,288-87.5% | $1,790-84.1% | $6,407-95.6% |
| Admin fee / account holder | $6 | $2,844-99.8% | $2,495-99.7% | $12,270-99.9% |