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 | $1,858 | $81,625-97.7% | $58,482-96.8% | $139,434-98.7% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 56.29% | 7404.20%-7347.9pp | 4239.32%-4183.0pp | 372.94%-316.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $981 | $2,557-61.6% | $1,924-49.0% | $6,710-85.4% |
| Admin fee / account holder | $5 | $3,265-99.9% | $2,516-99.8% | $11,403-100.0% |