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 10-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 | $70,816 | $233,278-69.6% | $379,314-81.3% | $233,076-69.6% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | -9.80% | -2.89%-6.9pp | -2.18%-7.6pp | -82.66%+72.9pp |
| Employer contribution / active EE | $25,332 | $50,326-49.7% | $38,751-34.6% | $43,769-42.1% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |