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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,604 | $87,166-92.4% | $76,735-91.4% | $137,256-95.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.80% | 26.50%-9.7pp | 29.77%-13.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $102 | $2,904-96.5% | $2,454-95.8% | $4,156-97.5% |
| Participant deferral / active EE | $204 | $4,726-95.7% | $4,088-95.0% | $6,407-96.8% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |