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 10-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 | $170,155 | $364,560-53.3% | $374,107-54.5% | $237,064-28.2% |
| Participation rate | 80.0% | 45.9%+34.1pp | 22.0%+58.0pp | 45.6%+34.4pp |
| Annual return | 8.65% | 3.93%+4.7pp | 4.74%+3.9pp | 4.16%+4.5pp |
| Employer contribution / active EE | $47,637 | $47,405+0.5% | $36,089+32.0% | $42,916+11.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |