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 9-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 | $61,693 | $109,904-43.9% | $97,167-36.5% | $145,959-57.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.54% | 243.43%-222.9pp | 75.27%-54.7pp | 561.95%-541.4pp |
| Employer contribution / active EE | $324 | $3,084-89.5% | $2,729-88.1% | $4,661-93.0% |
| Participant deferral / active EE | $324 | $4,676-93.1% | $4,264-92.4% | $6,689-95.2% |
| Admin fee / account holder | $30 | $6,216-99.5% | $5,650-99.5% | $13,398-99.8% |