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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,573 | $180,749-75.9% | $160,784-72.9% | $137,256-68.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 17.61% | 2234.46%-2216.9pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $395 | $4,155-90.5% | $3,733-89.4% | $4,156-90.5% |
| Participant deferral / active EE | $3,738 | $6,844-45.4% | $6,293-40.6% | $6,407-41.7% |
| Admin fee / account holder | $194 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |