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 6-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 | $47,860 | $157,433-69.6% | $157,433-69.6% | $254,542-81.2% |
| Participation rate | 100.0% | 27.3%+72.7pp | 16.7%+83.3pp | 47.4%+52.6pp |
| Annual return | 2.12% | 7.77%-5.6pp | 10.27%-8.1pp | 12.16%-10.0pp |
| Employer contribution / active EE | $10,868 | $24,772-56.1% | $19,104-43.1% | $44,746-75.7% |
| Participant deferral / active EE | $0 | $0 | $15-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $12,160-100.0% | $12,160-100.0% | $17,640-100.0% |