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.
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 | $371,729 | $161,352+130.4% | $134,172+177.1% | $137,256+170.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 24.36% | 28.72%-4.4pp | 25.30%-0.9pp | 220.34%-196.0pp |
| Employer contribution / active EE | $174 | $4,099-95.7% | $3,420-94.9% | $4,156-95.8% |
| Participant deferral / active EE | $174 | $5,552-96.9% | $4,690-96.3% | $6,407-97.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |