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 | $136,251 | $352,342-61.3% | $336,864-59.6% | $233,076-41.5% |
| Participation rate | 83.3% | 37.5%+45.9pp | 27.8%+55.5pp | 46.4%+37.0pp |
| Annual return | -5.02% | -3.41%-1.6pp | -3.29%-1.7pp | -82.66%+77.6pp |
| Employer contribution / active EE | $43,288 | $41,836+3.5% | $36,762+17.8% | $43,769-1.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |