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 5-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 | $18,518 | $72,071-74.3% | $68,368-72.9% | $137,256-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.11% | 353.14%-345.0pp | 292.57%-284.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $210 | $2,788-92.5% | $2,649-92.1% | $4,156-94.9% |
| Participant deferral / active EE | $3,741 | $4,410-15.2% | $4,123-9.3% | $6,407-41.6% |
| Admin fee / account holder | $210 | $5,336-96.1% | $5,150-95.9% | $12,270-98.3% |