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 8-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 | $78,478 | $413,253-81.0% | $413,253-81.0% | $248,183-68.4% |
| Participation rate | 100.0% | 44.7%+55.3pp | 40.8%+59.2pp | 45.9%+54.1pp |
| Annual return | 0.00% | 8.43%-8.4pp | 8.55%-8.5pp | 10.21%-10.2pp |
| Employer contribution / active EE | $78,478 | $57,036+37.6% | $55,494+41.4% | $42,272+85.6% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |