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 8-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 | $56,726 | $261,421-78.3% | $248,520-77.2% | $254,542-77.7% |
| Participation rate | 100.0% | 59.1%+40.9pp | 35.1%+64.9pp | 47.4%+52.6pp |
| Annual return | 7.83% | 9.46%-1.6pp | 239.57%-231.7pp | 12.16%-4.3pp |
| Employer contribution / active EE | $20,455 | $52,068-60.7% | $43,837-53.3% | $44,746-54.3% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $139 | $39,249-99.6% | $36,083-99.6% | $17,640-99.2% |