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 | $5,024 | $29,660-83.1% | $56,411-91.1% | $80,856-93.8% |
| Participation rate | 88.2% | 41.6%+46.6pp | 52.5%+35.8pp | 67.6%+20.6pp |
| Annual return | 166.77% | 35.23%+131.5pp | 1701.33%-1534.6pp | 35.59%+131.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,348 | $1,226+91.6% | $1,952+20.3% | $4,296-45.3% |
| Admin fee / account holder | $297 | $2,428-87.8% | $2,829-89.5% | $6,918-95.7% |