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 8-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 | $90,315 | $209,336-56.9% | $197,124-54.2% | $137,256-34.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 19.14% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $708 | $6,591-89.3% | $6,227-88.6% | $4,156-83.0% |
| Participant deferral / active EE | $6,296 | $9,614-34.5% | $9,135-31.1% | $6,407-1.7% |
| Admin fee / account holder | $101 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |