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 9-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 | $37,425 | $47,532-21.3% | $336,864-88.9% | $105,125-64.4% |
| Participation rate | 100.0% | 11.8%+88.2pp | 27.8%+72.2pp | 14.6%+85.4pp |
| Annual return | -8.58% | -2.74%-5.8pp | -3.29%-5.3pp | 10.56%-19.1pp |
| Employer contribution / active EE | $13,901 | $9,887+40.6% | $36,762-62.2% | $13,643+1.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $209 | $191+9.4% | $6,121-96.6% | $3,354-93.8% |