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 3-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 | $8,082 | $97,125-91.7% | $86,233-90.6% | $137,256-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.81% | 74.19%-50.4pp | 61.39%-37.6pp | 220.34%-196.5pp |
| Employer contribution / active EE | $260 | $2,841-90.8% | $2,504-89.6% | $4,156-93.7% |
| Participant deferral / active EE | $510 | $5,180-90.2% | $4,559-88.8% | $6,407-92.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |