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 | $2,340 | $81,625-97.1% | $58,482-96.0% | $139,434-98.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.65% | 7404.20%-7382.5pp | 4239.32%-4217.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $640 | $2,557-75.0% | $1,924-66.7% | $6,710-90.5% |
| Admin fee / account holder | $19 | $3,265-99.4% | $2,516-99.3% | $11,403-99.8% |