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 | $2,735 | $76,738-96.4% | $56,411-95.2% | $145,922-98.1% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 11.36% | 2994.23%-2982.9pp | 1701.33%-1690.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,118 | $2,623-19.2% | $1,952+8.5% | $6,688-68.3% |
| Admin fee / account holder | $276 | $3,334-91.7% | $2,829-90.3% | $13,397-97.9% |