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 5-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 | $1,793 | $81,625-97.8% | $58,482-96.9% | $139,434-98.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.04% | 7404.20%-7386.2pp | 4239.32%-4221.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,459 | $2,557-42.9% | $1,924-24.2% | $6,710-78.3% |
| Admin fee / account holder | $279 | $3,265-91.4% | $2,516-88.9% | $11,403-97.6% |