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 | $1,766 | $70,606-97.5% | $53,898-96.7% | $142,382-98.8% |
| Participation rate | 92.9% | 63.7%+29.2pp | 55.0%+37.9pp | 80.1%+12.7pp |
| Annual return | 40.72% | 619.81%-579.1pp | 528.60%-487.9pp | 217.08%-176.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,531 | $2,364+7.1% | $1,826+38.6% | $6,507-61.1% |
| Admin fee / account holder | $46 | $2,852-98.4% | $2,491-98.1% | $12,624-99.6% |