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 | $87,292 | $149,040-41.4% | $120,225-27.4% | $137,256-36.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.27% | 605.68%-581.4pp | 439.23%-415.0pp | 220.34%-196.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $25,182 | $4,655+441.0% | $3,999+529.7% | $6,407+293.1% |
| Admin fee / account holder | $3 | $6,348-100.0% | $5,696-99.9% | $12,270-100.0% |