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 | $3,032 | $67,823-95.5% | $52,425-94.2% | $137,256-97.8% |
| Participation rate | 89.5% | 63.9%+25.6pp | 55.6%+33.9pp | 80.0%+9.5pp |
| Annual return | 17.47% | 219.11%-201.6pp | 302.12%-284.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $638 | $2,288-72.1% | $1,790-64.3% | $6,407-90.0% |
| Admin fee / account holder | $60 | $2,844-97.9% | $2,495-97.6% | $12,270-99.5% |