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 9-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 | $1,466 | $30,400-95.2% | $53,898-97.3% | $84,808-98.3% |
| Participation rate | 96.6% | 46.4%+50.1pp | 55.0%+41.6pp | 68.3%+28.2pp |
| Annual return | 16.78% | 500.19%-483.4pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $322 | $1,199-73.1% | $1,826-82.3% | $4,212-92.3% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |