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 | $140,903 | $113,315+24.3% | $97,450+44.6% | $286,844-50.9% |
| Participation rate | 100.0% | 50.9%+49.1pp | 41.9%+58.1pp | 37.6%+62.4pp |
| Annual return | 13.85% | 7.90%+5.9pp | 10.56%+3.3pp | 9.30%+4.5pp |
| Employer contribution / active EE | $51,750 | $35,629+45.2% | $28,542+81.3% | $43,742+18.3% |
| Participant deferral / active EE | $0 | $332-100.0% | $484-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,309-100.0% | $1,464-100.0% | $12,596-100.0% |