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 | $9,616 | $154,228-93.8% | $145,433-93.4% | $137,256-93.0% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 23.12% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,534 | $4,804-68.1% | $4,554-66.3% | $4,156-63.1% |
| Participant deferral / active EE | $2,151 | $8,216-73.8% | $7,897-72.8% | $6,407-66.4% |
| Admin fee / account holder | $201 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |