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 6-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.
Participant 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 | $201,443 | $266,915-24.5% | $319,010-36.9% | $350,408-42.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -11.35% | 12.39%-23.7pp | 10.22%-21.6pp | -14.65%+3.3pp |
| Employer contribution / active EE | $78,570 | $53,680+46.4% | $51,215+53.4% | $46,320+69.6% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $125 | $9,726-98.7% | $10,810-98.8% | $14,631-99.1% |