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 | $2,528 | $76,738-96.7% | $56,411-95.5% | $145,922-98.3% |
| Participation rate | 95.7% | 63.2%+32.4pp | 52.5%+43.2pp | 80.3%+15.4pp |
| Annual return | 13.79% | 2994.23%-2980.4pp | 1701.33%-1687.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,236 | $2,623-14.7% | $1,952+14.6% | $6,688-66.6% |
| Admin fee / account holder | $138 | $3,334-95.9% | $2,829-95.1% | $13,397-99.0% |