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 | $4,492 | $68,097-93.4% | $62,929-92.9% | $137,256-96.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 24.46% | 1859.11%-1834.7pp | 1063.93%-1039.5pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,704 | $4,553-62.6% | $3,888-56.2% | $6,407-73.4% |
| Admin fee / account holder | $24 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |