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 5-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.
Unlock 1 actuary disclosure 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 | $109,641 | $458,700-76.1% | $458,700-76.1% | $338,137-67.6% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.9%+56.1pp |
| Annual return | 15.96% | 8.40%+7.6pp | 8.58%+7.4pp | 13.05%+2.9pp |
| Employer contribution / active EE | $0 | $36,677-100.0% | $33,018-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,946-100.0% |