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 | $3,430 | $59,774-94.3% | - | $134,475-97.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -16.61% | -10.72%-5.9pp | - | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | - | $4,740-100.0% |
| Participant deferral / active EE | $2,170 | $4,131-47.5% | - | $6,400-66.1% |
| Admin fee / account holder | $2 | $4,003-100.0% | - | $11,426-100.0% |