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 | $32,459 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,723 | $4,804-64.1% | $4,554-62.2% | $4,156-58.6% |
| Participant deferral / active EE | $1,882 | $8,216-77.1% | $7,897-76.2% | $6,407-70.6% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |