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 | $174,383 | $293,167-40.5% | $373,805-53.3% | $254,510-31.5% |
| Participation rate | 100.0% | 39.4%+60.6pp | 18.9%+81.1pp | 43.0%+57.0pp |
| Annual return | 4.99% | 8.90%-3.9pp | 9.52%-4.5pp | 259.13%-254.1pp |
| Employer contribution / active EE | $22,917 | $50,076-54.2% | $41,951-45.4% | $41,469-44.7% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $81 | $1,317-93.9% | $1,512-94.7% | $21,546-99.6% |