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 | $62,260 | $54,982+13.2% | $227,282-72.6% | $95,044-34.5% |
| Participation rate | 100.0% | 24.0%+76.0pp | 35.4%+64.6pp | 8.4%+91.6pp |
| Annual return | 8.06% | 9.11%-1.1pp | 10.75%-2.7pp | 18.34%-10.3pp |
| Employer contribution / active EE | $15,146 | $16,122-6.1% | $35,162-56.9% | $14,665+3.3% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $268 | $3,192-91.6% | $4,611-94.2% | $9,141-97.1% |