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 | $77,597 | $153,781-49.5% | $165,322-53.1% | $254,510-69.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 32.5%+67.5pp | 43.0%+57.0pp |
| Annual return | 0.00% | 7.89%-7.9pp | 8.01%-8.0pp | 259.13%-259.1pp |
| Employer contribution / active EE | $75,500 | $36,824+105.0% | $29,475+156.2% | $41,469+82.1% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $50 | $217-77.1% | $637-92.2% | $21,546-99.8% |