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 | $4,069 | $30,400-86.6% | $53,898-92.5% | $84,808-95.2% |
| Participation rate | 83.9% | 46.4%+37.4pp | 55.0%+28.9pp | 68.3%+15.6pp |
| Annual return | 21.16% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,638 | $1,199+120.1% | $1,826+44.5% | $4,212-37.4% |
| Admin fee / account holder | $252 | $1,993-87.4% | $2,491-89.9% | $7,344-96.6% |