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 8-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.
See 1 actuary disclosure. $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 | $63,788 | $202,389-68.5% | $198,173-67.8% | $248,183-74.3% |
| Participation rate | 93.3% | 48.7%+44.6pp | 42.0%+51.3pp | 45.9%+47.4pp |
| Annual return | 4.64% | 9.89%-5.3pp | 10.16%-5.5pp | 10.21%-5.6pp |
| Employer contribution / active EE | $4,515 | $36,071-87.5% | $33,192-86.4% | $42,272-89.3% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $154 | $7,397-97.9% | $7,531-98.0% | $13,518-98.9% |