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 | $3,206 | $70,606-95.5% | $53,898-94.1% | $142,382-97.7% |
| Participation rate | 82.4% | 63.7%+18.6pp | 55.0%+27.4pp | 80.1%+2.2pp |
| Annual return | 22.65% | 619.81%-597.2pp | 528.60%-506.0pp | 217.08%-194.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,085 | $2,364-54.1% | $1,826-40.6% | $6,507-83.3% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |