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 | $9,935 | $92,798-89.3% | $96,707-89.7% | $137,256-92.8% |
| Participation rate | 71.4% | 81.6%-10.2pp | 80.4%-8.9pp | 80.0%-8.5pp |
| Annual return | 20.84% | 31.24%-10.4pp | 34.78%-13.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $589 | $4,147-85.8% | $4,191-86.0% | $4,156-85.8% |
| Participant deferral / active EE | $977 | $5,877-83.4% | $5,997-83.7% | $6,407-84.8% |
| Admin fee / account holder | $43 | $7,946-99.5% | $7,503-99.4% | $12,270-99.7% |