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 5-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.
Annual investment return 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 | $50,561 | $281,394-82.0% | $270,125-81.3% | $350,408-85.6% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.4%+55.6pp |
| Annual return | -17.38% | -41.91%+24.5pp | -38.85%+21.5pp | -14.65%-2.7pp |
| Employer contribution / active EE | $20,000 | $40,094-50.1% | $37,752-47.0% | $46,320-56.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $196 | $15,763-98.8% | $16,942-98.8% | $14,631-98.7% |