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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,570 | $100,970-58.8% | $96,576-57.0% | $137,256-69.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 24.29% | 38.16%-13.9pp | 38.47%-14.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,063 | $3,809-45.8% | $3,553-41.9% | $4,156-50.4% |
| Participant deferral / active EE | $1,304 | $8,286-84.3% | $7,956-83.6% | $6,407-79.6% |
| Admin fee / account holder | $19 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |