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 | $147,624 | $318,230-53.6% | $306,246-51.8% | $287,075-48.6% |
| Participation rate | 83.3% | 68.8%+14.6pp | 62.9%+20.4pp | 55.8%+27.5pp |
| Annual return | 13.93% | 37.66%-23.7pp | 35.14%-21.2pp | 24.42%-10.5pp |
| Employer contribution / active EE | $12,500 | $48,345-74.1% | $46,378-73.0% | $41,338-69.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $69-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,079-100.0% |