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 | $45,187 | $102,382-55.9% | $147,005-69.3% | $80,874-44.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 167.43% | 134.89%+32.5pp | 418.76%-251.3pp | 35.62%+131.8pp |
| Employer contribution / active EE | $645 | $3,715-82.6% | $4,934-86.9% | $2,756-76.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $253 | $7,942-96.8% | $13,006-98.1% | $6,935-96.4% |