Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 1 actuary disclosure for $4.99 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $6,886-100.0% | $6,886-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 43.9%-43.9pp |
| Annual return | 7.31% | 7.93%-0.6pp | 7.17%+0.1pp | 13.05%-5.7pp |
| Employer contribution / active EE | $41,024 | $27,013+51.9% | $19,965+105.5% | $37,651+9.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $30,946-100.0% |