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 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,779 | $51,638-94.6% | $68,368-95.9% | $82,448-96.6% |
| Participation rate | 74.1% | 63.6%+10.5pp | 73.8%+0.3pp | 68.1%+6.0pp |
| Annual return | 12.50% | 37.53%-25.0pp | 292.57%-280.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $218 | $2,047-89.4% | $2,649-91.8% | $2,551-91.5% |
| Participant deferral / active EE | $959 | $2,914-67.1% | $4,123-76.7% | $4,139-76.8% |
| Admin fee / account holder | $43 | $4,643-99.1% | $5,150-99.2% | $7,234-99.4% |