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 | $1,464 | $70,606-97.9% | $53,898-97.3% | $142,382-99.0% |
| Participation rate | 78.9% | 63.7%+15.2pp | 55.0%+24.0pp | 80.1%-1.2pp |
| Annual return | 26.43% | 619.81%-593.4pp | 528.60%-502.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1 | $1,202-100.0% | $932-99.9% | $4,299-100.0% |
| Participant deferral / active EE | $667 | $2,364-71.8% | $1,826-63.5% | $6,507-89.7% |
| Admin fee / account holder | $3 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |