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 | $0 | $201,259-100.0% | $184,200-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 8.37% | 28.98%-20.6pp | 28.80%-20.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $104 | $7,018-98.5% | $6,424-98.4% | $4,661-97.8% |
| Participant deferral / active EE | $6,724 | $9,806-31.4% | $9,132-26.4% | $6,689+0.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |