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 | $4,153 | $72,071-94.2% | $68,368-93.9% | $137,256-97.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.84% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $117 | $2,788-95.8% | $2,649-95.6% | $4,156-97.2% |
| Participant deferral / active EE | $893 | $4,410-79.8% | $4,123-78.4% | $6,407-86.1% |
| Admin fee / account holder | $214 | $5,336-96.0% | $5,150-95.9% | $12,270-98.3% |