Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $28,748 | $166,020-82.7% | $164,866-82.6% | $145,959-80.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.96% | 100.08%-90.1pp | 69.97%-60.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $91 | $5,275-98.3% | $4,343-97.9% | $4,661-98.1% |
| Participant deferral / active EE | $2,906 | $6,961-58.3% | $6,033-51.8% | $6,689-56.6% |
| Admin fee / account holder | $123 | $16,644-99.3% | $12,689-99.0% | $13,398-99.1% |