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 9-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 | $19,465 | $159,934-87.8% | $147,005-86.8% | $145,959-86.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.43% | 98.24%-85.8pp | 418.76%-406.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $498 | $5,287-90.6% | $4,934-89.9% | $4,661-89.3% |
| Participant deferral / active EE | $1,219 | $8,427-85.5% | $8,070-84.9% | $6,689-81.8% |
| Admin fee / account holder | $257 | $15,053-98.3% | $13,006-98.0% | $13,398-98.1% |