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 10-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 | $0 | $785,698-100.0% | $694,382-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.1%-77.1pp | 84.6%-84.6pp |
| Annual return | 11.44% | 9.34%+2.1pp | 9.66%+1.8pp | 10.48%+1.0pp |
| Employer contribution / active EE | $0 | $27,225-100.0% | $25,660-100.0% | $25,108-100.0% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,683-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $48,677-100.0% |