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 8-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 | $15,317 | $180,749-91.5% | $160,784-90.5% | $137,256-88.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 36.88% | 2234.46%-2197.6pp | 1803.92%-1767.0pp | 220.34%-183.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,378 | $6,844-21.4% | $6,293-14.5% | $6,407-16.1% |
| Admin fee / account holder | $42 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |