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 6-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 | $12,385 | $37,426-66.9% | $77,482-84.0% | $79,858-84.5% |
| Participation rate | 84.6% | 41.5%+43.1pp | 54.2%+30.4pp | 69.6%+15.0pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $687 | $1,260-45.5% | $1,861-63.1% | $3,740-81.6% |
| Admin fee / account holder | $83 | $2,504-96.7% | $2,858-97.1% | $5,306-98.4% |