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 | $6,007 | $154,228-96.1% | $145,433-95.9% | $137,256-95.6% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 136.66% | 74.59%+62.1pp | 66.58%+70.1pp | 220.34%-83.7pp |
| Employer contribution / active EE | $1,432 | $4,804-70.2% | $4,554-68.6% | $4,156-65.6% |
| Participant deferral / active EE | $1,858 | $8,216-77.4% | $7,897-76.5% | $6,407-71.0% |
| Admin fee / account holder | $271 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |