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 | $4,307 | $29,660-85.5% | $56,411-92.4% | $80,856-94.7% |
| Participation rate | 73.1% | 41.6%+31.4pp | 52.5%+20.6pp | 67.6%+5.4pp |
| Annual return | 29.12% | 35.23%-6.1pp | 1701.33%-1672.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,299 | $1,226+87.5% | $1,952+17.8% | $4,296-46.5% |
| Admin fee / account holder | $224 | $2,428-90.8% | $2,829-92.1% | $6,918-96.8% |