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 | $62,332 | $186,219-66.5% | $201,582-69.1% | $286,844-78.3% |
| Participation rate | 100.0% | 37.2%+62.8pp | 23.6%+76.4pp | 37.6%+62.4pp |
| Annual return | 13.86% | 8.34%+5.5pp | 11.08%+2.8pp | 9.30%+4.6pp |
| Employer contribution / active EE | $11,349 | $35,279-67.8% | $28,409-60.1% | $43,742-74.1% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $294 | $7,234-95.9% | $6,559-95.5% | $12,596-97.7% |