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.
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 | $36,898 | $94,031-60.8% | $115,768-68.1% | $82,448-55.2% |
| Participation rate | 78.3% | 70.4%+7.8pp | 74.4%+3.9pp | 68.1%+10.2pp |
| Annual return | 21.59% | 20.61%+1.0pp | 100.46%-78.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $127 | $2,323-94.5% | $2,940-95.7% | $2,551-95.0% |
| Participant deferral / active EE | $730 | $3,972-81.6% | $4,917-85.1% | $4,139-82.4% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |