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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,164 | $172,111-56.9% | $150,298-50.7% | $137,256-46.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 34.21% | 69.37%-35.2pp | 62.79%-28.6pp | 220.34%-186.1pp |
| Employer contribution / active EE | $1,132 | $4,636-75.6% | $4,154-72.7% | $4,156-72.8% |
| Participant deferral / active EE | $867 | $6,166-85.9% | $5,453-84.1% | $6,407-86.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |