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 3-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 | $135,294 | $358,721-62.3% | $319,563-57.7% | $338,187-60.0% |
| Participation rate | 100.0% | 53.8%+46.2pp | 41.2%+58.8pp | 44.0%+56.0pp |
| Annual return | 5.51% | 6.78%-1.3pp | 7.21%-1.7pp | 13.05%-7.5pp |
| Employer contribution / active EE | $38,000 | $35,409+7.3% | $33,209+14.4% | $37,639+1.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $30,864-100.0% |