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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,508 | $180,749-46.6% | $160,784-40.0% | $137,256-29.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.28% | 2234.46%-2214.2pp | 1803.92%-1783.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $52,894 | $6,844+672.8% | $6,293+740.5% | $6,407+725.6% |
| Admin fee / account holder | $234 | $10,397-97.7% | $9,717-97.6% | $12,270-98.1% |