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 8-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 | $49,954 | $337,865-85.2% | $346,182-85.6% | $254,542-80.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.4%+52.6pp |
| Annual return | 11.96% | 12.82%-0.9pp | 13.48%-1.5pp | 12.16%-0.2pp |
| Employer contribution / active EE | $15,255 | $49,622-69.3% | $47,067-67.6% | $44,746-65.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $237 | $14,867-98.4% | $14,572-98.4% | $17,640-98.7% |