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 3-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 | $20,500 | $72,071-71.6% | $68,368-70.0% | $137,256-85.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 27.49% | 353.14%-325.6pp | 292.57%-265.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,345 | $4,410+43.9% | $4,123+53.9% | $6,407-1.0% |
| Admin fee / account holder | $37 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |