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 | $32,149 | $225,449-85.7% | $219,466-85.4% | $237,064-86.4% |
| Participation rate | 94.1% | 50.3%+43.9pp | 44.6%+49.5pp | 45.6%+48.5pp |
| Annual return | 3.49% | 4.17%-0.7pp | 5.00%-1.5pp | 4.16%-0.7pp |
| Employer contribution / active EE | $6,176 | $39,228-84.3% | $35,918-82.8% | $42,916-85.6% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |