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 5-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 | $168,267 | $325,553-48.3% | $325,553-48.3% | $338,187-50.2% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 44.0%+56.0pp |
| Annual return | 8.68% | 9.11%-0.4pp | 9.14%-0.5pp | 13.05%-4.4pp |
| Employer contribution / active EE | $36,667 | $46,891-21.8% | $40,544-9.6% | $37,639-2.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $112 | $17,411-99.4% | $17,411-99.4% | $30,864-99.6% |