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.
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 | $160,298 | $162,803-1.5% | $473,625-66.2% | $287,075-44.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.8%+44.2pp |
| Annual return | 9.11% | 17.22%-8.1pp | 20.18%-11.1pp | 24.42%-15.3pp |
| Employer contribution / active EE | $24,578 | $35,410-30.6% | $29,108-15.6% | $41,338-40.5% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,079-100.0% |