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 | $89,994 | $263,436-65.8% | $305,030-70.5% | $254,510-64.6% |
| Participation rate | 80.0% | 47.8%+32.2pp | 44.7%+35.3pp | 43.0%+37.0pp |
| Annual return | 8.97% | 288.76%-279.8pp | 380.66%-371.7pp | 259.13%-250.2pp |
| Employer contribution / active EE | $18,279 | $47,316-61.4% | $45,083-59.5% | $41,469-55.9% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $191 | $13,313-98.6% | $12,800-98.5% | $21,546-99.1% |