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 5-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 | $8,653 | $154,228-94.4% | $145,433-94.1% | $137,256-93.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.53% | 74.59%-54.1pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,477 | $4,804-69.2% | $4,554-67.6% | $4,156-64.5% |
| Participant deferral / active EE | $1,694 | $8,216-79.4% | $7,897-78.6% | $6,407-73.6% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |