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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,893 | $150,197-84.8% | $120,368-81.0% | $145,959-84.3% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 9.77% | 154.26%-144.5pp | 107.26%-97.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $751 | $4,350-82.7% | $3,465-78.3% | $4,661-83.9% |
| Participant deferral / active EE | $984 | $6,174-84.1% | $4,991-80.3% | $6,689-85.3% |
| Admin fee / account holder | $239 | $12,216-98.0% | $9,429-97.5% | $13,398-98.2% |