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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,265 | $154,228-87.5% | $145,433-86.8% | $137,256-86.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.14% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $608 | $4,804-87.3% | $4,554-86.7% | $4,156-85.4% |
| Participant deferral / active EE | $7,052 | $8,216-14.2% | $7,897-10.7% | $6,407+10.1% |
| Admin fee / account holder | $255 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |