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 | $1,490 | $76,738-98.1% | $56,411-97.4% | $145,922-99.0% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 10.74% | 2994.23%-2983.5pp | 1701.33%-1690.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $604 | $2,623-77.0% | $1,952-69.1% | $6,688-91.0% |
| Admin fee / account holder | $182 | $3,334-94.5% | $2,829-93.5% | $13,397-98.6% |