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.
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 | $156,896 | $458,700-65.8% | $458,700-65.8% | $338,187-53.6% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 44.0%+56.0pp |
| Annual return | 9.52% | 8.39%+1.1pp | 8.57%+1.0pp | 13.05%-3.5pp |
| Employer contribution / active EE | $16,180 | $36,665-55.9% | $33,010-51.0% | $37,639-57.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,864-100.0% |