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 4-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 | $145,932 | $154,228-5.4% | $145,433+0.3% | $137,256+6.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.08% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,679 | $4,804-65.1% | $4,554-63.1% | $4,156-59.6% |
| Participant deferral / active EE | $2,098 | $8,216-74.5% | $7,897-73.4% | $6,407-67.3% |
| Admin fee / account holder | $160 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |