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 7-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 | $55,709 | $68,025-18.1% | $220,428-74.7% | $198,586-71.9% |
| Participation rate | 100.0% | 38.3%+61.7pp | 43.5%+56.5pp | 13.5%+86.5pp |
| Annual return | 10.26% | 9.03%+1.2pp | 90.60%-80.3pp | 9.29%+1.0pp |
| Employer contribution / active EE | $19,317 | $14,065+37.3% | $32,727-41.0% | $15,168+27.4% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $140 | $1,029-86.4% | $12,805-98.9% | $2,037-93.1% |