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 | $3,016 | $64,432-95.3% | - | $139,434-97.8% |
| Participation rate | 75.0% | 66.0%+9.0pp | - | 80.3%-5.3pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $6,830-100.0% | - | $4,751-100.0% |
| Participant deferral / active EE | $2,023 | $2,937-31.1% | - | $6,710-69.8% |
| Admin fee / account holder | $0 | $3,919-100.0% | - | $11,403-100.0% |