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 | $38,696 | $198,945-80.5% | $184,886-79.1% | $248,183-84.4% |
| Participation rate | 100.0% | 57.2%+42.8pp | 47.1%+52.9pp | 45.9%+54.1pp |
| Annual return | 11.53% | 7.15%+4.4pp | 8.32%+3.2pp | 10.21%+1.3pp |
| Employer contribution / active EE | $18,152 | $38,756-53.2% | $30,793-41.1% | $42,272-57.1% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $251 | $3,060-91.8% | $2,802-91.1% | $13,518-98.1% |