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 | $36,748 | $85,022-56.8% | $70,515-47.9% | $139,434-73.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.49% | 30.38%-7.9pp | 32.77%-10.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $9 | $3,909-99.8% | $2,973-99.7% | $4,751-99.8% |
| Participant deferral / active EE | $9,708 | $5,890+64.8% | $4,567+112.6% | $6,710+44.7% |
| Admin fee / account holder | $139 | $8,906-98.4% | $6,412-97.8% | $11,403-98.8% |