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 7-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 | $8,575 | $70,756-87.9% | $65,493-86.9% | $142,382-94.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 23.45% | 1754.89%-1731.4pp | 982.45%-959.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,450 | $4,637-47.2% | $3,961-38.1% | $6,507-62.3% |
| Admin fee / account holder | $41 | $6,559-99.4% | $5,028-99.2% | $12,624-99.7% |