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 9-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 | $41,227 | $212,470-80.6% | $428,620-90.4% | $254,542-83.8% |
| Participation rate | 90.0% | 52.4%+37.6pp | 46.0%+44.0pp | 47.4%+42.6pp |
| Annual return | 10.79% | 21.43%-10.6pp | 20.73%-9.9pp | 12.16%-1.4pp |
| Employer contribution / active EE | $12,500 | $39,469-68.3% | $36,500-65.8% | $44,746-72.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $270 | $5,476-95.1% | $7,495-96.4% | $17,640-98.5% |