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 | $2,192 | $29,660-92.6% | $56,411-96.1% | $80,856-97.3% |
| Participation rate | 76.9% | 41.6%+35.3pp | 52.5%+24.5pp | 67.6%+9.3pp |
| Annual return | 15.46% | 35.23%-19.8pp | 1701.33%-1685.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,827 | $1,226+49.0% | $1,952-6.4% | $4,296-57.5% |
| Admin fee / account holder | $268 | $2,428-88.9% | $2,829-90.5% | $6,918-96.1% |