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 | $38,214 | $209,336-81.7% | $197,124-80.6% | $137,256-72.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 19.41% | 48.09%-28.7pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,165 | $6,591-82.3% | $6,227-81.3% | $4,156-72.0% |
| Participant deferral / active EE | $9,849 | $9,614+2.4% | $9,135+7.8% | $6,407+53.7% |
| Admin fee / account holder | $165 | $17,308-99.0% | $16,298-99.0% | $12,270-98.7% |