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 3-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 | $1,642 | $29,319-94.4% | $52,425-96.9% | $82,448-98.0% |
| Participation rate | 78.9% | 46.9%+32.1pp | 55.6%+23.3pp | 68.1%+10.9pp |
| Annual return | 22.92% | 535.20%-512.3pp | 302.12%-279.2pp | 41.64%-18.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $534 | $1,171-54.4% | $1,790-70.2% | $4,139-87.1% |
| Admin fee / account holder | $239 | $1,962-87.8% | $2,495-90.4% | $7,234-96.7% |