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 7-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 | $18,072 | $154,228-88.3% | $145,433-87.6% | $137,256-86.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.71% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,739 | $4,804-63.8% | $4,554-61.8% | $4,156-58.2% |
| Participant deferral / active EE | $1,832 | $8,216-77.7% | $7,897-76.8% | $6,407-71.4% |
| Admin fee / account holder | $184 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |