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 10-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 | $113,282 | $146,112-22.5% | $133,543,011-99.9% | $254,542-55.5% |
| Participation rate | 100.0% | 27.0%+73.0pp | 8.0%+92.0pp | 47.4%+52.6pp |
| Annual return | 5.40% | 4.63%+0.8pp | 29.77%-24.4pp | 12.16%-6.8pp |
| Employer contribution / active EE | $15,155 | $51,918-70.8% | $33,607-54.9% | $44,746-66.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $122 | $282,686-100.0% | $835,310-100.0% | $17,640-99.3% |