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 | $73,211 | $124,425-41.2% | $112,040-34.7% | $137,256-46.7% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.5%+6.1pp | 80.0%+2.6pp |
| Annual return | 15.28% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $562 | $3,411-83.5% | $2,954-81.0% | $4,156-86.5% |
| Participant deferral / active EE | $3,282 | $5,718-42.6% | $5,098-35.6% | $6,407-48.8% |
| Admin fee / account holder | $262 | $15,207-98.3% | $12,098-97.8% | $12,270-97.9% |