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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,323 | $101,618-40.6% | $93,063-35.2% | $137,256-56.1% |
| Participation rate | 95.7% | 74.9%+20.7pp | 72.1%+23.5pp | 80.0%+15.7pp |
| Annual return | 21.49% | 223.95%-202.5pp | 34.15%-12.7pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,935 | $4,279-54.8% | $3,958-51.1% | $6,407-69.8% |
| Admin fee / account holder | $215 | $6,198-96.5% | $6,033-96.4% | $12,270-98.2% |