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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,069 | $29,319-86.1% | $52,425-92.2% | $82,448-95.1% |
| Participation rate | 83.9% | 46.9%+37.0pp | 55.6%+28.2pp | 68.1%+15.8pp |
| Annual return | 21.16% | 535.20%-514.0pp | 302.12%-281.0pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,638 | $1,171+125.3% | $1,790+47.4% | $4,139-36.3% |
| Admin fee / account holder | $252 | $1,962-87.2% | $2,495-89.9% | $7,234-96.5% |