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 7-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 | $120,325 | $229,060-47.5% | $229,060-47.5% | $254,510-52.7% |
| Participation rate | 100.0% | 30.0%+70.0pp | 27.3%+72.7pp | 43.0%+57.0pp |
| Annual return | 3.45% | 7.44%-4.0pp | 7.48%-4.0pp | 259.13%-255.7pp |
| Employer contribution / active EE | $54,721 | $44,612+22.7% | $39,603+38.2% | $41,469+32.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $172-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,197-100.0% | $1,197-100.0% | $21,546-100.0% |