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 3-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 | $1,792 | $29,319-93.9% | $52,425-96.6% | $82,448-97.8% |
| Participation rate | 80.9% | 46.9%+34.0pp | 55.6%+25.3pp | 68.1%+12.8pp |
| Annual return | 21.24% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $777 | $1,171-33.7% | $1,790-56.6% | $4,139-81.2% |
| Admin fee / account holder | $178 | $1,962-90.9% | $2,495-92.9% | $7,234-97.5% |