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 | $62,179 | $100,970-38.4% | $96,576-35.6% | $137,256-54.7% |
| Participation rate | 94.7% | 82.6%+12.1pp | 81.4%+13.3pp | 80.0%+14.8pp |
| Annual return | 21.53% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,698 | $8,286+65.3% | $7,956+72.2% | $6,407+113.8% |
| Admin fee / account holder | $64 | $11,312-99.4% | $11,381-99.4% | $12,270-99.5% |