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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,570 | $72,071-96.4% | $68,368-96.2% | $137,256-98.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.75% | 353.14%-329.4pp | 292.57%-268.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,000 | $2,788-64.1% | $2,649-62.2% | $4,156-75.9% |
| Participant deferral / active EE | $324 | $4,410-92.7% | $4,123-92.1% | $6,407-94.9% |
| Admin fee / account holder | $12 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |