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 8-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 | $7,349 | $21,551-65.9% | $165,322-95.6% | $198,586-96.3% |
| Participation rate | 74.4% | 39.2%+35.2pp | 32.5%+41.9pp | 13.5%+60.8pp |
| Annual return | 2.23% | 9.38%-7.2pp | 8.01%-5.8pp | 9.29%-7.1pp |
| Employer contribution / active EE | $0 | $9,605-100.0% | $29,475-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |