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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,802 | $117,859-39.9% | $102,438-30.9% | $145,959-51.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.81% | 31.72%-17.9pp | 29.37%-15.6pp | 561.95%-548.1pp |
| Employer contribution / active EE | $560 | $3,615-84.5% | $3,024-81.5% | $4,661-88.0% |
| Participant deferral / active EE | $2,860 | $5,732-50.1% | $5,054-43.4% | $6,689-57.2% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |