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 | $20,109 | $81,233-75.2% | $155,567-87.1% | $80,874-75.1% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 39.49% | 33.33%+6.2pp | 64.74%-25.2pp | 35.62%+3.9pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,225 | $3,452+80.3% | $5,628+10.6% | $4,297+44.9% |
| Admin fee / account holder | $103 | $7,998-98.7% | $15,916-99.4% | $6,935-98.5% |