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 | $16,892 | $183,592-90.8% | $155,567-89.1% | $145,959-88.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.05% | 61.24%-42.2pp | 64.74%-45.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,000 | $5,315-81.2% | $4,674-78.6% | $4,661-78.5% |
| Participant deferral / active EE | $5,475 | $6,464-15.3% | $5,628-2.7% | $6,689-18.1% |
| Admin fee / account holder | $24 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |