See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 | $43,292 | $545,454-92.1% | $534,296-91.9% | $430,769-89.9% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 4.73% | -0.06%+4.8pp | 0.02%+4.7pp | 10.77%-6.0pp |
| Employer contribution / active EE | $3,089 | $34,675-91.1% | $34,080-90.9% | $26,022-88.1% |
| Participant deferral / active EE | $2,172 | $3,733-41.8% | $3,667-40.8% | $6,968-68.8% |
| Admin fee / account holder | $141 | $11,320-98.8% | $11,850-98.8% | $18,309-99.2% |