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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,528,433 | $209,336+630.1% | $197,124+675.4% | $137,256+1013.6% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 14.79% | 48.09%-33.3pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,215 | $6,591-81.6% | $6,227-80.5% | $4,156-70.8% |
| Participant deferral / active EE | $10,875 | $9,614+13.1% | $9,135+19.1% | $6,407+69.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |