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.
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 | $168,976 | $81,873+106.4% | $306,246-44.8% | $282,865-40.3% |
| Participation rate | 100.0% | 43.6%+56.4pp | 62.9%+37.1pp | 12.4%+87.6pp |
| Annual return | 10.68% | 10.02%+0.7pp | 35.14%-24.5pp | 9.89%+0.8pp |
| Employer contribution / active EE | $20,883 | $18,739+11.4% | $46,378-55.0% | $14,313+45.9% |
| Participant deferral / active EE | $0 | $18-100.0% | $69-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |