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 4-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 | $134,853 | $381,452-64.6% | $381,452-64.6% | $287,075-53.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 33.3%+66.7pp | 55.8%+44.2pp |
| Annual return | 7.99% | 8.63%-0.6pp | 7.47%+0.5pp | 24.42%-16.4pp |
| Employer contribution / active EE | $31,159 | $53,313-41.6% | $44,557-30.1% | $41,338-24.6% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $296 | $3,849-92.3% | $3,849-92.3% | $22,079-98.7% |