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 | $63,928 | $186,381-65.7% | $428,620-85.1% | $317,036-79.8% |
| Participation rate | 100.0% | 28.2%+71.8pp | 46.0%+54.0pp | 13.0%+87.0pp |
| Annual return | 15.06% | 12.39%+2.7pp | 20.73%-5.7pp | 13.59%+1.5pp |
| Employer contribution / active EE | $8,722 | $14,456-39.7% | $36,500-76.1% | $14,592-40.2% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $273 | $2,031-86.6% | $7,495-96.4% | $29,657-99.1% |