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 6-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 | $26,970 | $266,915-89.9% | $319,010-91.5% | $350,408-92.3% |
| Participation rate | 88.2% | 55.4%+32.8pp | 47.0%+41.2pp | 44.4%+43.8pp |
| Annual return | -14.90% | 12.39%-27.3pp | 10.22%-25.1pp | -14.65%-0.3pp |
| Employer contribution / active EE | $8,517 | $53,680-84.1% | $51,215-83.4% | $46,320-81.6% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $137 | $9,726-98.6% | $10,810-98.7% | $14,631-99.1% |