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.
Unlock 1 actuary disclosure 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 | $0 | $49,655-100.0% | $541,735-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 42.9%-42.9pp | 18.6%-18.6pp |
| Annual return | 7.10% | 9.77%-2.7pp | 8.33%-1.2pp | 9.77%-2.7pp |
| Employer contribution / active EE | $5,000 | $13,890-64.0% | $38,979-87.2% | $13,890-64.0% |
| Participant deferral / active EE | $0 | $102-100.0% | $0 | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,425-100.0% | $2,893-100.0% |