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 9-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 | $29,095 | $218,893-86.7% | $436,953-93.3% | $233,076-87.5% |
| Participation rate | 90.9% | 49.9%+41.0pp | 44.2%+46.7pp | 46.4%+44.5pp |
| Annual return | -8.59% | -114.97%+106.4pp | -102.03%+93.4pp | -82.66%+74.1pp |
| Employer contribution / active EE | $15,050 | $39,358-61.8% | $36,229-58.5% | $43,769-65.6% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |