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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,106 | $173,340-60.1% | $136,007-49.2% | $145,959-52.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 2.31% | 1163.32%-1161.0pp | 579.32%-577.0pp | 561.95%-559.6pp |
| Employer contribution / active EE | $1,386 | $5,275-73.7% | $4,215-67.1% | $4,661-70.3% |
| Participant deferral / active EE | $1,732 | $8,699-80.1% | $7,024-75.3% | $6,689-74.1% |
| Admin fee / account holder | $71 | $9,954-99.3% | $6,858-99.0% | $13,398-99.5% |