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 6-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 | $17,722 | $223,143-92.1% | $209,859-91.6% | $237,064-92.5% |
| Participation rate | 100.0% | 54.7%+45.3pp | 42.7%+57.3pp | 45.6%+54.4pp |
| Annual return | 4.56% | 4.44%+0.1pp | 4.16%+0.4pp | 4.16%+0.4pp |
| Employer contribution / active EE | $2,205 | $38,002-94.2% | $29,966-92.6% | $42,916-94.9% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $234 | $15,395-98.5% | $13,952-98.3% | $21,465-98.9% |