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 | $2,508 | $74,888-96.7% | $71,209-96.5% | $142,382-98.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 26.50% | 345.14%-318.6pp | 282.51%-256.0pp | 217.08%-190.6pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,322 | $4,454-70.3% | $4,175-68.3% | $6,507-79.7% |
| Admin fee / account holder | $12 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |