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 9-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 | $45,818 | $26,894+70.4% | $362,723-87.4% | $317,036-85.5% |
| Participation rate | 73.1% | 44.9%+28.2pp | 38.2%+34.9pp | 13.0%+60.1pp |
| Annual return | 10.84% | 10.76%+0.1pp | 10.56%+0.3pp | 13.59%-2.8pp |
| Employer contribution / active EE | $0 | $10,184-100.0% | $30,197-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |