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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,648 | $159,934-79.0% | $147,005-77.1% | $145,959-76.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.30% | 98.24%-89.9pp | 418.76%-410.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $609 | $5,287-88.5% | $4,934-87.7% | $4,661-86.9% |
| Participant deferral / active EE | $3,274 | $8,427-61.2% | $8,070-59.4% | $6,689-51.1% |
| Admin fee / account holder | $205 | $15,053-98.6% | $13,006-98.4% | $13,398-98.5% |