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 | $6,942 | $176,572-96.1% | - | $137,256-94.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 22.88% | 652.77%-629.9pp | - | 220.34%-197.5pp |
| Employer contribution / active EE | $1,006 | $5,055-80.1% | - | $4,156-75.8% |
| Participant deferral / active EE | $1,485 | $5,052-70.6% | - | $6,407-76.8% |
| Admin fee / account holder | $11 | $6,447-99.8% | - | $12,270-99.9% |