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 3-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.
Annual investment return 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 | $50,732 | $185,887-72.7% | $179,823-71.8% | $338,187-85.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 44.0%+56.0pp |
| Annual return | -33.45% | 173.40%-206.8pp | 148.21%-181.7pp | 13.05%-46.5pp |
| Employer contribution / active EE | $3,306 | $30,752-89.2% | $26,792-87.7% | $37,639-91.2% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $30,864-100.0% |