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.
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 | $9,492 | $154,228-93.8% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.03% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,720 | $4,804-64.2% | $4,554-62.2% | $4,156-58.6% |
| Participant deferral / active EE | $1,122 | $8,216-86.3% | $7,897-85.8% | $6,407-82.5% |
| Admin fee / account holder | $31 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |