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 | $7,160 | $154,228-95.4% | $145,433-95.1% | $137,256-94.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.14% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,017 | $4,804-78.8% | $4,554-77.7% | $4,156-75.5% |
| Participant deferral / active EE | $1,668 | $8,216-79.7% | $7,897-78.9% | $6,407-74.0% |
| Admin fee / account holder | $65 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |