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.
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 | $623 | $29,319-97.9% | $52,425-98.8% | $82,448-99.2% |
| Participation rate | 92.3% | 46.9%+45.5pp | 55.6%+36.7pp | 68.1%+24.2pp |
| Annual return | 22.72% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $366 | $1,171-68.7% | $1,790-79.6% | $4,139-91.2% |
| Admin fee / account holder | $33 | $1,962-98.3% | $2,495-98.7% | $7,234-99.5% |