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 3-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 | $3,907 | $72,071-94.6% | $68,368-94.3% | $137,256-97.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 23.79% | 353.14%-329.4pp | 292.57%-268.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,442 | $4,410-67.3% | $4,123-65.0% | $6,407-77.5% |
| Admin fee / account holder | $9 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |