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 | $4,742 | $74,888-93.7% | $71,209-93.3% | $142,382-96.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 19.43% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,333 | $4,454-70.1% | $4,175-68.1% | $6,507-79.5% |
| Admin fee / account holder | $43 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |