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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,299 | $92,798+204.2% | $96,707+191.9% | $137,256+105.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 45.18% | 31.24%+13.9pp | 34.78%+10.4pp | 220.34%-175.2pp |
| Employer contribution / active EE | $475 | $4,147-88.6% | $4,191-88.7% | $4,156-88.6% |
| Participant deferral / active EE | $568 | $5,877-90.3% | $5,997-90.5% | $6,407-91.1% |
| Admin fee / account holder | $33 | $7,946-99.6% | $7,503-99.6% | $12,270-99.7% |