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 | $67,453 | $337,865-80.0% | $346,182-80.5% | $254,542-73.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.4%+52.6pp |
| Annual return | 5.19% | 12.82%-7.6pp | 13.48%-8.3pp | 12.16%-7.0pp |
| Employer contribution / active EE | $27,788 | $49,622-44.0% | $47,067-41.0% | $44,746-37.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |