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 | $2,309 | $30,400-92.4% | $53,898-95.7% | $84,808-97.3% |
| Participation rate | 80.6% | 46.4%+34.2pp | 55.0%+25.7pp | 68.3%+12.3pp |
| Annual return | 28.62% | 500.19%-471.6pp | 528.60%-500.0pp | 40.90%-12.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,117 | $1,199-6.8% | $1,826-38.8% | $4,212-73.5% |
| Admin fee / account holder | $6 | $1,993-99.7% | $2,491-99.7% | $7,344-99.9% |