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 5-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 | $11,171 | $222,828-95.0% | $180,484-93.8% | $248,183-95.5% |
| Participation rate | 100.0% | 32.1%+67.9pp | 10.1%+89.9pp | 45.9%+54.1pp |
| Annual return | 0.00% | 3.14%-3.1pp | 10.53%-10.5pp | 10.21%-10.2pp |
| Employer contribution / active EE | $14,609 | $46,562-68.6% | $29,360-50.2% | $42,272-65.4% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |