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 | $34,189 | $253,814-86.5% | $226,711-84.9% | $222,458-84.6% |
| Participation rate | 100.0% | 61.5%+38.5pp | 48.3%+51.7pp | 48.7%+51.3pp |
| Annual return | 0.00% | -1.65%+1.7pp | -1.71%+1.7pp | -2.16%+2.2pp |
| Employer contribution / active EE | $0 | $52,988-100.0% | $45,357-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $34,189 | $180+18917.4% | $175+19492.0% | $153+22187.6% |
| Admin fee / account holder | $0 | $8,341-100.0% | $7,161-100.0% | $12,572-100.0% |