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 5-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 | $67,741 | $212,470-68.1% | $428,620-84.2% | $254,542-73.4% |
| Participation rate | 83.3% | 52.4%+31.0pp | 46.0%+37.3pp | 47.4%+36.0pp |
| Annual return | 13.82% | 21.43%-7.6pp | 20.73%-6.9pp | 12.16%+1.7pp |
| Employer contribution / active EE | $17,083 | $39,469-56.7% | $36,500-53.2% | $44,746-61.8% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |