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 7-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 | $8,993 | $101,618-91.2% | $93,063-90.3% | $137,256-93.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 19.04% | 223.95%-204.9pp | 34.15%-15.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,227 | $4,279-71.3% | $3,958-69.0% | $6,407-80.9% |
| Admin fee / account holder | $97 | $6,198-98.4% | $6,033-98.4% | $12,270-99.2% |