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 | $4,718 | $100,970-95.3% | $96,576-95.1% | $137,256-96.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.01% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,140 | $3,809-70.1% | $3,553-67.9% | $4,156-72.6% |
| Participant deferral / active EE | $1,966 | $8,286-76.3% | $7,956-75.3% | $6,407-69.3% |
| Admin fee / account holder | $17 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |