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.
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 | $64,265 | $575,287-88.8% | $727,807-91.2% | $575,287-88.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 79.1%+20.9pp | 88.5%+11.5pp |
| Annual return | 12.08% | 7.52%+4.6pp | 11.76%+0.3pp | 7.52%+4.6pp |
| Employer contribution / active EE | $9,662 | $26,761-63.9% | $20,120-52.0% | $26,761-63.9% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $1,216-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,721-100.0% | $7,460-100.0% | $17,721-100.0% |