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 10-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 | $91,458 | $206,458-55.7% | $846,462-89.2% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | - |
| Annual return | -5.90% | 4.11%-10.0pp | -0.81%-5.1pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $38,425-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $15,697-100.0% | - |