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 3-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 | $25,300 | $178,174-85.8% | $156,181-83.8% | $137,256-81.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 109.99% | 84.19%+25.8pp | 64.87%+45.1pp | 220.34%-110.3pp |
| Employer contribution / active EE | $216 | $4,972-95.7% | $4,294-95.0% | $4,156-94.8% |
| Participant deferral / active EE | $5,600 | $6,888-18.7% | $6,132-8.7% | $6,407-12.6% |
| Admin fee / account holder | $74 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |