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 | $154,245 | $312,618-50.7% | $312,618-50.7% | $254,510-39.4% |
| Participation rate | 100.0% | 53.4%+46.6pp | 31.8%+68.2pp | 43.0%+57.0pp |
| Annual return | 18.27% | 9.70%+8.6pp | 10.03%+8.2pp | 259.13%-240.9pp |
| Employer contribution / active EE | $25,000 | $45,469-45.0% | $38,789-35.5% | $41,469-39.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,546-100.0% |