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 | $3,001 | $111,535-97.3% | $105,223-97.1% | $137,256-97.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 23.05% | 237.85%-214.8pp | 180.65%-157.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $957 | $3,939-75.7% | $3,689-74.1% | $4,156-77.0% |
| Participant deferral / active EE | $973 | $5,500-82.3% | $5,072-80.8% | $6,407-84.8% |
| Admin fee / account holder | $18 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |