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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,075 | $111,814-78.5% | $93,654-74.3% | $145,959-83.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.27% | 203.30%-189.0pp | 133.34%-119.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $111 | $3,092-96.4% | $2,421-95.4% | $4,661-97.6% |
| Participant deferral / active EE | $5,055 | $4,914+2.9% | $4,413+14.6% | $6,689-24.4% |
| Admin fee / account holder | $124 | $10,246-98.8% | $8,282-98.5% | $13,398-99.1% |