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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,264 | $159,934-45.4% | $147,005-40.6% | $145,959-40.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.87% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $898 | $5,287-83.0% | $4,934-81.8% | $4,661-80.7% |
| Participant deferral / active EE | $2,027 | $8,427-75.9% | $8,070-74.9% | $6,689-69.7% |
| Admin fee / account holder | $4 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |