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 4-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 | $67,823-97.2% | $52,425-96.4% | $137,256-98.6% |
| Participation rate | 90.9% | 63.9%+27.0pp | 55.6%+35.3pp | 80.0%+10.9pp |
| Annual return | 19.50% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $720 | $2,288-68.5% | $1,790-59.8% | $6,407-88.8% |
| Admin fee / account holder | $191 | $2,844-93.3% | $2,495-92.3% | $12,270-98.4% |