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 9-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.
Annual investment return 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 | $82,163 | $153,781-46.6% | $165,322-50.3% | $254,510-67.7% |
| Participation rate | 100.0% | 41.6%+58.4pp | 32.5%+67.5pp | 43.0%+57.0pp |
| Annual return | 0.36% | 7.89%-7.5pp | 8.01%-7.7pp | 259.13%-258.8pp |
| Employer contribution / active EE | $7,831 | $36,824-78.7% | $29,475-73.4% | $41,469-81.1% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $281 | $217+29.8% | $637-55.9% | $21,546-98.7% |