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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,136 | $172,111-82.5% | $150,298-79.9% | $137,256-78.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.36% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,190 | $4,636-9.6% | $4,154+0.9% | $4,156+0.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $70 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |