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 4-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 | $71,111 | $102,171-30.4% | $98,742-28.0% | $286,844-75.2% |
| Participation rate | 100.0% | 43.8%+56.3pp | 30.7%+69.3pp | 37.6%+62.4pp |
| Annual return | 0.00% | 8.03%-8.0pp | 7.86%-7.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $71,111 | $41,786+70.2% | $39,100+81.9% | $43,742+62.6% |
| Participant deferral / active EE | $0 | $48-100.0% | $45-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,272-100.0% | $15,347-100.0% | $12,596-100.0% |