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 | $55,311 | $218,893-74.7% | $436,953-87.3% | $233,076-76.3% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -7.75% | -114.97%+107.2pp | -102.03%+94.3pp | -82.66%+74.9pp |
| Employer contribution / active EE | $22,713 | $39,358-42.3% | $36,229-37.3% | $43,769-48.1% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $2 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |