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 | $7,885 | $96,305-91.8% | $80,569-90.2% | $139,434-94.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.99% | 1350.08%-1334.1pp | 935.43%-919.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $138 | $3,262-95.8% | $2,723-95.0% | $4,751-97.1% |
| Participant deferral / active EE | $1,432 | $5,232-72.6% | $4,447-67.8% | $6,710-78.7% |
| Admin fee / account holder | $36 | $6,599-99.5% | $5,377-99.3% | $11,403-99.7% |