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 4-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 | $2,232 | $72,071-96.9% | $68,368-96.7% | $137,256-98.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.37% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $948 | $2,788-66.0% | $2,649-64.2% | $4,156-77.2% |
| Participant deferral / active EE | $535 | $4,410-87.9% | $4,123-87.0% | $6,407-91.6% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |