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 | $4,865 | $68,097-92.9% | $62,929-92.3% | $137,256-96.5% |
| Participation rate | 93.8% | 77.4%+16.3pp | 73.1%+20.6pp | 80.0%+13.8pp |
| Annual return | 20.69% | 1859.11%-1838.4pp | 1063.93%-1043.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,605 | $4,553-42.8% | $3,888-33.0% | $6,407-59.3% |
| Admin fee / account holder | $292 | $6,521-95.5% | $5,065-94.2% | $12,270-97.6% |