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 | $10,844 | $169,161-93.6% | $129,295-91.6% | $145,959-92.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 14.94% | 14348.07%-14333.1pp | 9429.28%-9414.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,801 | $4,989-63.9% | $4,169-56.8% | $6,689-73.1% |
| Admin fee / account holder | $56 | $9,878-99.4% | $7,665-99.3% | $13,398-99.6% |