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 | $58,576 | $262,251-77.7% | $250,986-76.7% | $287,075-79.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.8%+44.2pp |
| Annual return | 3.91% | 34.46%-30.6pp | 32.30%-28.4pp | 24.42%-20.5pp |
| Employer contribution / active EE | $29,810 | $35,995-17.2% | $33,955-12.2% | $41,338-27.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $133 | $10,641-98.8% | $10,141-98.7% | $22,079-99.4% |