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 6-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 | $71,642 | $262,251-72.7% | $250,986-71.5% | $287,075-75.0% |
| Participation rate | 88.2% | 61.9%+26.3pp | 50.6%+37.6pp | 55.8%+32.4pp |
| Annual return | 8.19% | 34.46%-26.3pp | 32.30%-24.1pp | 24.42%-16.2pp |
| Employer contribution / active EE | $16,838 | $35,995-53.2% | $33,955-50.4% | $41,338-59.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |