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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,214 | $154,228-69.4% | $145,433-67.5% | $137,256-65.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 105.84% | 74.59%+31.3pp | 66.58%+39.3pp | 220.34%-114.5pp |
| Employer contribution / active EE | $196 | $4,804-95.9% | $4,554-95.7% | $4,156-95.3% |
| Participant deferral / active EE | $575 | $8,216-93.0% | $7,897-92.7% | $6,407-91.0% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |