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 | $130,547 | $202,389-35.5% | $198,173-34.1% | $248,183-47.4% |
| Participation rate | 83.3% | 48.7%+34.6pp | 42.0%+41.3pp | 45.9%+37.4pp |
| Annual return | 13.99% | 9.89%+4.1pp | 10.16%+3.8pp | 10.21%+3.8pp |
| Employer contribution / active EE | $24,171 | $36,071-33.0% | $33,192-27.2% | $42,272-42.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |