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.
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.
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 | $189,352 | $122,655+54.4% | $522,682-63.8% | $222,458-14.9% |
| Participation rate | 100.0% | 41.4%+58.6pp | 12.6%+87.4pp | 48.7%+51.3pp |
| Annual return | 0.93% | -5.77%+6.7pp | -3.43%+4.4pp | -2.16%+3.1pp |
| Employer contribution / active EE | $140,240 | $38,102+268.1% | $25,607+447.7% | $42,957+226.5% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |