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 9-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 | $23,458 | $100,970-76.8% | $96,576-75.7% | $137,256-82.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.81% | 38.16%-15.3pp | 38.47%-15.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,637 | $8,286-56.1% | $7,956-54.3% | $6,407-43.2% |
| Admin fee / account holder | $30 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |