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 6-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 | $25,060 | $180,749-86.1% | $160,784-84.4% | $137,256-81.7% |
| Participation rate | 81.3% | 80.0%+1.3pp | 77.0%+4.3pp | 80.0%+1.3pp |
| Annual return | 23.01% | 2234.46%-2211.5pp | 1803.92%-1780.9pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,320 | $6,844+36.2% | $6,293+48.1% | $6,407+45.5% |
| Admin fee / account holder | $104 | $10,397-99.0% | $9,717-98.9% | $12,270-99.1% |