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 | $1,910 | $70,606-97.3% | $53,898-96.5% | $142,382-98.7% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 21.10% | 619.81%-598.7pp | 528.60%-507.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,159 | $2,364-51.0% | $1,826-36.5% | $6,507-82.2% |
| Admin fee / account holder | $59 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |