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 | $2,686 | $27,915-90.4% | $58,482-95.4% | $75,163-96.4% |
| Participation rate | 80.0% | 38.8%+41.2pp | 50.9%+29.1pp | 67.2%+12.8pp |
| Annual return | 46.30% | 44.20%+2.1pp | 4239.32%-4193.0pp | 160.62%-114.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,860 | $1,201+54.8% | $1,924-3.3% | $4,125-54.9% |
| Admin fee / account holder | $158 | $1,726-90.8% | $2,516-93.7% | $5,651-97.2% |