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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,669 | $101,618+52.2% | $93,063+66.2% | $137,256+12.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.39% | 223.95%-203.6pp | 34.15%-13.8pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,841 | $2,707-32.0% | $2,476-25.6% | $4,156-55.7% |
| Participant deferral / active EE | $525 | $4,279-87.7% | $3,958-86.7% | $6,407-91.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |