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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,308 | $209,336-35.4% | $197,124-31.4% | $137,256-1.4% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 6.93% | 48.09%-41.2pp | 44.34%-37.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,984 | $6,591-69.9% | $6,227-68.1% | $4,156-52.3% |
| Participant deferral / active EE | $2,266 | $9,614-76.4% | $9,135-75.2% | $6,407-64.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |