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 6-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 | $70,261 | $180,749-61.1% | $160,784-56.3% | $137,256-48.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.29% | 2234.46%-2210.2pp | 1803.92%-1779.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,984 | $6,844+16.7% | $6,293+26.9% | $6,407+24.6% |
| Admin fee / account holder | $215 | $10,397-97.9% | $9,717-97.8% | $12,270-98.3% |