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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $541,860-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 18.6%-18.6pp |
| Annual return | 6.74% | 9.38%-2.6pp | 7.71%-1.0pp | 9.77%-3.0pp |
| Employer contribution / active EE | $9,375 | $15,703-40.3% | $39,519-76.3% | $13,890-32.5% |
| Participant deferral / active EE | $0 | $0 | $120-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $47,135-100.0% | $2,893-100.0% |