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 4-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 | $5,166 | $154,228-96.7% | $145,433-96.4% | $137,256-96.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.85% | 74.59%-44.7pp | 66.58%-36.7pp | 220.34%-190.5pp |
| Employer contribution / active EE | $1,394 | $4,804-71.0% | $4,554-69.4% | $4,156-66.5% |
| Participant deferral / active EE | $1,673 | $8,216-79.6% | $7,897-78.8% | $6,407-73.9% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |