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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,949 | $178,174-78.7% | $156,181-75.7% | $137,256-72.4% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 19.82% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,299 | $6,888+35.0% | $6,132+51.6% | $6,407+45.1% |
| Admin fee / account holder | $69 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |