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 6-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 | $22,253 | $111,535-80.0% | $105,223-78.9% | $137,256-83.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 17.62% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $206 | $3,939-94.8% | $3,689-94.4% | $4,156-95.1% |
| Participant deferral / active EE | $274 | $5,500-95.0% | $5,072-94.6% | $6,407-95.7% |
| Admin fee / account holder | $236 | $9,721-97.6% | $8,859-97.3% | $12,270-98.1% |