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 | $37,407 | $380,165-90.2% | $369,410-89.9% | $286,844-87.0% |
| Participation rate | 100.0% | 36.6%+63.4pp | 29.4%+70.6pp | 37.6%+62.4pp |
| Annual return | 8.70% | 8.06%+0.6pp | 8.28%+0.4pp | 9.30%-0.6pp |
| Employer contribution / active EE | $8,265 | $44,952-81.6% | $40,747-79.7% | $43,742-81.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $93 | $4,690-98.0% | $4,495-97.9% | $12,596-99.3% |