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 | $1,335 | $76,738-98.3% | $56,411-97.6% | $145,922-99.1% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.3pp | 80.3%-7.5pp |
| Annual return | 32.58% | 2994.23%-2961.6pp | 1701.33%-1668.8pp | 561.29%-528.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,011 | $2,623-61.5% | $1,952-48.2% | $6,688-84.9% |
| Admin fee / account holder | $5 | $3,334-99.9% | $2,829-99.8% | $13,397-100.0% |