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 | $4,636 | $74,888-93.8% | $71,209-93.5% | $142,382-96.7% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 114.99% | 345.14%-230.2pp | 282.51%-167.5pp | 217.08%-102.1pp |
| Employer contribution / active EE | $2 | $2,854-99.9% | $2,721-99.9% | $4,299-100.0% |
| Participant deferral / active EE | $2,009 | $4,454-54.9% | $4,175-51.9% | $6,507-69.1% |
| Admin fee / account holder | $10 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |