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 5-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 | $19,410 | $209,336-90.7% | $197,124-90.2% | $137,256-85.9% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 21.42% | 48.09%-26.7pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $949 | $6,591-85.6% | $6,227-84.8% | $4,156-77.2% |
| Participant deferral / active EE | $4,421 | $9,614-54.0% | $9,135-51.6% | $6,407-31.0% |
| Admin fee / account holder | $129 | $17,308-99.3% | $16,298-99.2% | $12,270-98.9% |