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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,560 | $72,071-72.9% | $68,368-71.4% | $137,256-85.7% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.0%-0.8pp |
| Annual return | 10.18% | 353.14%-343.0pp | 292.57%-282.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $289 | $2,788-89.7% | $2,649-89.1% | $4,156-93.1% |
| Participant deferral / active EE | $894 | $4,410-79.7% | $4,123-78.3% | $6,407-86.1% |
| Admin fee / account holder | $94 | $5,336-98.2% | $5,150-98.2% | $12,270-99.2% |