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 | $48,378 | $180,749-73.2% | $160,784-69.9% | $137,256-64.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 21.14% | 2234.46%-2213.3pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,774 | $6,844+13.6% | $6,293+23.5% | $6,407+21.3% |
| Admin fee / account holder | $128 | $10,397-98.8% | $9,717-98.7% | $12,270-99.0% |