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 10-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 | $67,096 | $195,758-65.7% | $182,032-63.1% | $287,075-76.6% |
| Participation rate | 81.3% | 25.1%+56.1pp | 13.4%+67.8pp | 55.8%+25.4pp |
| Annual return | 13.62% | 3.72%+9.9pp | 7.70%+5.9pp | 24.42%-10.8pp |
| Employer contribution / active EE | $21,253 | $38,217-44.4% | $28,478-25.4% | $41,338-48.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |