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 | $2,281 | $76,738-97.0% | $56,411-96.0% | $145,922-98.4% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.4pp | 80.3%+1.5pp |
| Annual return | 14.99% | 2994.23%-2979.2pp | 1701.33%-1686.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $846 | $2,623-67.7% | $1,952-56.6% | $6,688-87.3% |
| Admin fee / account holder | $268 | $3,334-92.0% | $2,829-90.5% | $13,397-98.0% |