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.
Unlock 1 actuary disclosure 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 | $0 | $541,735-100.0% | $541,735-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 42.9%-42.9pp | 35.7%-35.7pp |
| Annual return | 12.54% | 6.72%+5.8pp | 8.33%+4.2pp | 15.19%-2.6pp |
| Employer contribution / active EE | $175,000 | $41,535+321.3% | $38,979+349.0% | $34,877+401.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,425-100.0% | $50,584-100.0% |