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 9-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 | $85,423 | $545,454-84.3% | $534,296-84.0% | $430,769-80.2% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 0.00% | -0.06%+0.1pp | 0.02%0pp | 10.77%-10.8pp |
| Employer contribution / active EE | $7,505 | $34,675-78.4% | $34,080-78.0% | $26,022-71.2% |
| Participant deferral / active EE | $7,060 | $3,733+89.1% | $3,667+92.5% | $6,968+1.3% |
| Admin fee / account holder | $0 | $11,320-100.0% | $11,850-100.0% | $18,309-100.0% |