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 | $3,297 | $111,535-97.0% | $105,223-96.9% | $137,256-97.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 22.59% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $831 | $3,939-78.9% | $3,689-77.5% | $4,156-80.0% |
| Participant deferral / active EE | $950 | $5,500-82.7% | $5,072-81.3% | $6,407-85.2% |
| Admin fee / account holder | $128 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |