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 3-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 | $19,463 | $281,394-93.1% | $270,125-92.8% | $350,408-94.4% |
| Participation rate | 80.0% | 44.3%+35.7pp | 35.7%+44.3pp | 44.4%+35.6pp |
| Annual return | 0.00% | -41.91%+41.9pp | -38.85%+38.9pp | -14.65%+14.6pp |
| Employer contribution / active EE | $15,570 | $40,094-61.2% | $37,752-58.8% | $46,320-66.4% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |