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 | $204,768 | $346,414-40.9% | $336,625-39.2% | $254,542-19.6% |
| Participation rate | 100.0% | 53.3%+46.7pp | 51.5%+48.5pp | 47.4%+52.6pp |
| Annual return | 11.92% | 10.29%+1.6pp | 10.36%+1.6pp | 12.16%-0.2pp |
| Employer contribution / active EE | $98,000 | $54,462+79.9% | $52,561+86.5% | $44,746+119.0% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |