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 5-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 | $55,702 | $344,948-83.9% | $334,201-83.3% | $338,187-83.5% |
| Participation rate | 100.0% | 51.8%+48.2pp | 43.9%+56.1pp | 44.0%+56.0pp |
| Annual return | 3.75% | 10.03%-6.3pp | 9.84%-6.1pp | 13.05%-9.3pp |
| Employer contribution / active EE | $15,086 | $31,905-52.7% | $30,320-50.2% | $37,639-59.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $125 | $59,591-99.8% | $53,213-99.8% | $30,864-99.6% |