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 6-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 | $15,031 | $165,584-90.9% | $142,942-89.5% | $137,256-89.0% |
| Participation rate | 81.8% | 80.1%+1.7pp | 76.8%+5.0pp | 80.0%+1.9pp |
| Annual return | 17.57% | 164.22%-146.7pp | 113.70%-96.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,062 | $4,725-77.5% | $4,139-74.3% | $4,156-74.4% |
| Participant deferral / active EE | $1,330 | $8,194-83.8% | $7,128-81.3% | $6,407-79.2% |
| Admin fee / account holder | $265 | $16,167-98.4% | $12,475-97.9% | $12,270-97.8% |