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 | $1,381 | $76,738-98.2% | $56,411-97.6% | $145,922-99.1% |
| Participation rate | 76.9% | 63.2%+13.7pp | 52.5%+24.5pp | 80.3%-3.4pp |
| Annual return | 13.82% | 2994.23%-2980.4pp | 1701.33%-1687.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $452 | $2,623-82.8% | $1,952-76.9% | $6,688-93.2% |
| Admin fee / account holder | $19 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |