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 | $10,255 | $68,097-84.9% | $62,929-83.7% | $137,256-92.5% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 16.33% | 1859.11%-1842.8pp | 1063.93%-1047.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,205 | $4,553-51.6% | $3,888-43.3% | $6,407-65.6% |
| Admin fee / account holder | $243 | $6,521-96.3% | $5,065-95.2% | $12,270-98.0% |