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 | $237,825 | $172,111+38.2% | $150,298+58.2% | $137,256+73.3% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 14.72% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $119 | $4,636-97.4% | $4,154-97.1% | $4,156-97.1% |
| Participant deferral / active EE | $3,974 | $6,166-35.5% | $5,453-27.1% | $6,407-38.0% |
| Admin fee / account holder | $23 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |