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.
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 | $996 | $67,823-98.5% | $52,425-98.1% | $137,256-99.3% |
| Participation rate | 87.0% | 63.9%+23.0pp | 55.6%+31.3pp | 80.0%+7.0pp |
| Annual return | 27.23% | 219.11%-191.9pp | 302.12%-274.9pp | 220.34%-193.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $528 | $2,288-76.9% | $1,790-70.5% | $6,407-91.8% |
| Admin fee / account holder | $12 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |