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 4-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 | $39,540 | $159,934-75.3% | $147,005-73.1% | $145,959-72.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 98.24%-85.9pp | 418.76%-406.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $549 | $5,287-89.6% | $4,934-88.9% | $4,661-88.2% |
| Participant deferral / active EE | $11,375 | $8,427+35.0% | $8,070+41.0% | $6,689+70.1% |
| Admin fee / account holder | $48 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |