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 | $20,556 | $425,338-95.2% | $411,917-95.0% | $248,183-91.7% |
| Participation rate | 100.0% | 35.6%+64.4pp | 16.2%+83.8pp | 45.9%+54.1pp |
| Annual return | 12.87% | 9.03%+3.8pp | 10.36%+2.5pp | 10.21%+2.7pp |
| Employer contribution / active EE | $9,833 | $48,592-79.8% | $37,738-73.9% | $42,272-76.7% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $28 | $16,407-99.8% | $15,661-99.8% | $13,518-99.8% |