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.
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 | $39,900 | $218,893-81.8% | $436,953-90.9% | $233,076-82.9% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -2.79% | -114.97%+112.2pp | -102.03%+99.2pp | -82.66%+79.9pp |
| Employer contribution / active EE | $9,621 | $39,358-75.6% | $36,229-73.4% | $43,769-78.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $213 | $11,759-98.2% | $12,721-98.3% | $11,204-98.1% |