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 6-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.
Employer 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 | $20,847 | $209,336-90.0% | $197,124-89.4% | $137,256-84.8% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 22.98% | 48.09%-25.1pp | 44.34%-21.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,256 | $6,591-80.9% | $6,227-79.8% | $4,156-69.8% |
| Participant deferral / active EE | $4,226 | $9,614-56.0% | $9,135-53.7% | $6,407-34.0% |
| Admin fee / account holder | $126 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |