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 | $13,852 | $201,259-93.1% | $184,200-92.5% | $145,959-90.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.20% | 28.98%-18.8pp | 28.80%-18.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,019 | $7,018-57.0% | $6,424-53.0% | $4,661-35.2% |
| Participant deferral / active EE | $641 | $9,806-93.5% | $9,132-93.0% | $6,689-90.4% |
| Admin fee / account holder | $7 | $16,372-100.0% | $13,907-99.9% | $13,398-99.9% |