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 | $3,224 | $70,606-95.4% | $53,898-94.0% | $142,382-97.7% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 20.27% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1 | $1,202-99.9% | $932-99.9% | $4,299-100.0% |
| Participant deferral / active EE | $1,643 | $2,364-30.5% | $1,826-10.0% | $6,507-74.8% |
| Admin fee / account holder | $220 | $2,852-92.3% | $2,491-91.2% | $12,624-98.3% |