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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $801,091 | $154,228+419.4% | $145,433+450.8% | $137,256+483.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.81% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $348 | $4,804-92.8% | $4,554-92.4% | $4,156-91.6% |
| Participant deferral / active EE | $9,740 | $8,216+18.5% | $7,897+23.3% | $6,407+52.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |