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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,586 | $97,125-57.2% | $86,233-51.8% | $137,256-69.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.0%+25.1pp | 80.0%+14.2pp |
| Annual return | 19.82% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $95 | $2,841-96.7% | $2,504-96.2% | $4,156-97.7% |
| Participant deferral / active EE | $7,030 | $5,180+35.7% | $4,559+54.2% | $6,407+9.7% |
| Admin fee / account holder | $206 | $9,725-97.9% | $8,342-97.5% | $12,270-98.3% |