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 | $2,625 | $27,915-90.6% | $58,482-95.5% | $75,163-96.5% |
| Participation rate | 82.1% | 38.8%+43.3pp | 50.9%+31.3pp | 67.2%+15.0pp |
| Annual return | 129.41% | 44.20%+85.2pp | 4239.32%-4109.9pp | 160.62%-31.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,976 | $1,201+64.5% | $1,924+2.7% | $4,125-52.1% |
| Admin fee / account holder | $35 | $1,726-98.0% | $2,516-98.6% | $5,651-99.4% |