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 5-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,946 | $149,040-92.7% | $120,225-90.9% | $137,256-92.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.61% | 605.68%-588.1pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $100 | $4,350-97.7% | $3,475-97.1% | $4,156-97.6% |
| Participant deferral / active EE | $100 | $4,655-97.9% | $3,999-97.5% | $6,407-98.4% |
| Admin fee / account holder | $71 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |