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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,731 | $239,571-95.5% | $183,328-94.1% | $137,256-92.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.90% | 35.69%-20.8pp | 29.67%-14.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,986 | $6,148-67.7% | $5,055-60.7% | $4,156-52.2% |
| Participant deferral / active EE | $2,400 | $7,995-70.0% | $6,795-64.7% | $6,407-62.5% |
| Admin fee / account holder | $170 | $30,059-99.4% | $21,427-99.2% | $12,270-98.6% |