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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,753 | $101,499-29.3% | $147,005-51.2% | $74,546-3.7% |
| Participation rate | 97.8% | 75.5%+22.2pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 11.65% | 8732.34%-8720.7pp | 418.76%-407.1pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $4,757 | $3,811+24.8% | $4,934-3.6% | $2,624+81.2% |
| Participant deferral / active EE | $2,011 | $7,304-72.5% | $8,070-75.1% | $4,347-53.7% |
| Admin fee / account holder | $94 | $1,748-94.6% | $13,006-99.3% | $1,944-95.2% |