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 | $5,116 | $112,729-95.5% | $98,716-94.8% | $137,256-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.56% | 38.48%-14.9pp | 31.81%-8.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $976 | $2,725-64.2% | $2,279-57.2% | $4,156-76.5% |
| Participant deferral / active EE | $1,005 | $4,640-78.3% | $4,048-75.2% | $6,407-84.3% |
| Admin fee / account holder | $12 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |