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 | $5,143 | $209,336-97.5% | $197,124-97.4% | $137,256-96.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 37.84% | 48.09%-10.2pp | 44.34%-6.5pp | 220.34%-182.5pp |
| Employer contribution / active EE | $1,432 | $6,591-78.3% | $6,227-77.0% | $4,156-65.6% |
| Participant deferral / active EE | $1,432 | $9,614-85.1% | $9,135-84.3% | $6,407-77.7% |
| Admin fee / account holder | $26 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |