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 4-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 | $104,876 | $337,865-69.0% | $346,182-69.7% | $254,542-58.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.4%+52.6pp |
| Annual return | 6.11% | 12.82%-6.7pp | 13.48%-7.4pp | 12.16%-6.1pp |
| Employer contribution / active EE | $64,026 | $49,622+29.0% | $47,067+36.0% | $44,746+43.1% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $62 | $14,867-99.6% | $14,572-99.6% | $17,640-99.6% |