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 | $25,895 | $172,651-85.0% | $305,030-91.5% | $198,586-87.0% |
| Participation rate | 100.0% | 42.9%+57.1pp | 44.7%+55.3pp | 13.5%+86.5pp |
| Annual return | 3.96% | 9.18%-5.2pp | 380.66%-376.7pp | 9.29%-5.3pp |
| Employer contribution / active EE | $0 | $20,046-100.0% | $45,083-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |