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.
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 | $133,097 | $315,136-57.8% | $286,273-53.5% | $254,542-47.7% |
| Participation rate | 100.0% | 37.3%+62.7pp | 30.6%+69.4pp | 47.4%+52.6pp |
| Annual return | 11.51% | 10.25%+1.3pp | 10.78%+0.7pp | 12.16%-0.7pp |
| Employer contribution / active EE | $40,000 | $47,546-15.9% | $41,857-4.4% | $44,746-10.6% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $239 | $103,433-99.8% | $83,605-99.7% | $17,640-98.6% |