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 7-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 | $27,495 | $224,072-87.7% | $220,428-87.5% | $254,510-89.2% |
| Participation rate | 88.9% | 49.1%+39.8pp | 43.5%+45.4pp | 43.0%+45.9pp |
| Annual return | 13.44% | 99.73%-86.3pp | 90.60%-77.2pp | 259.13%-245.7pp |
| Employer contribution / active EE | $10,778 | $35,076-69.3% | $32,727-67.1% | $41,469-74.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |