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.
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 | $28,752 | $224,372-87.2% | $219,333-86.9% | $222,458-87.1% |
| Participation rate | 93.3% | 47.3%+46.1pp | 42.3%+51.0pp | 48.7%+44.6pp |
| Annual return | -0.81% | -2.14%+1.3pp | -2.00%+1.2pp | -2.16%+1.4pp |
| Employer contribution / active EE | $6,000 | $37,316-83.9% | $34,470-82.6% | $42,957-86.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |