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 | $3,959 | $54,705-92.8% | $71,209-94.4% | $84,808-95.3% |
| Participation rate | 84.9% | 64.1%+20.9pp | 73.8%+11.2pp | 68.3%+16.6pp |
| Annual return | 17.04% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $581 | $3,030-80.8% | $4,175-86.1% | $4,212-86.2% |
| Admin fee / account holder | $43 | $4,863-99.1% | $5,349-99.2% | $7,344-99.4% |