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.
Employer 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 | $49,559 | $354,213-86.0% | $568,132-91.3% | $254,542-80.5% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.4%+52.6pp |
| Annual return | 24.66% | 12.49%+12.2pp | 14.64%+10.0pp | 12.16%+12.5pp |
| Employer contribution / active EE | $9,000 | $52,238-82.8% | $41,831-78.5% | $44,746-79.9% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $97 | $5,274-98.2% | $36,942-99.7% | $17,640-99.5% |