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 | $2,334 | $29,660-92.1% | $56,411-95.9% | $80,856-97.1% |
| Participation rate | 76.9% | 41.6%+35.3pp | 52.5%+24.5pp | 67.6%+9.3pp |
| Annual return | 16.87% | 35.23%-18.4pp | 1701.33%-1684.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,270 | $1,226+3.6% | $1,952-34.9% | $4,296-70.4% |
| Admin fee / account holder | $105 | $2,428-95.7% | $2,829-96.3% | $6,918-98.5% |