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.
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 | $78,307 | $102,597-23.7% | $75,924+3.1% | $254,510-69.2% |
| Participation rate | 100.0% | 58.9%+41.1pp | 52.9%+47.1pp | 43.0%+57.0pp |
| Annual return | 9.36% | 5.74%+3.6pp | 6.78%+2.6pp | 259.13%-249.8pp |
| Employer contribution / active EE | $682 | $36,770-98.1% | $28,542-97.6% | $41,469-98.4% |
| Participant deferral / active EE | $0 | $558-100.0% | $763-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $1,754-100.0% | $21,546-100.0% |