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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,529 | $154,228-82.2% | $145,433-81.1% | $137,256-79.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.53% | 74.59%-56.1pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,905 | $4,804-60.4% | $4,554-58.2% | $4,156-54.2% |
| Participant deferral / active EE | $2,373 | $8,216-71.1% | $7,897-70.0% | $6,407-63.0% |
| Admin fee / account holder | $179 | $14,344-98.8% | $13,129-98.6% | $12,270-98.5% |