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 10-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 | $30,185 | $146,267-79.4% | $197,124-84.7% | $82,448-63.4% |
| Participation rate | 96.8% | 84.0%+12.8pp | 86.7%+10.1pp | 68.1%+28.7pp |
| Annual return | 20.24% | 29.61%-9.4pp | 44.34%-24.1pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,866 | $4,723-60.5% | $6,227-70.0% | $2,551-26.9% |
| Participant deferral / active EE | $2,153 | $7,035-69.4% | $9,135-76.4% | $4,139-48.0% |
| Admin fee / account holder | $3 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |