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 8-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 | $93,463 | $224,669-58.4% | $202,297-53.8% | $287,075-67.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 52.5%+47.5pp | 55.8%+44.2pp |
| Annual return | 12.74% | 14.34%-1.6pp | 14.21%-1.5pp | 24.42%-11.7pp |
| Employer contribution / active EE | $15,454 | $33,857-54.4% | $29,446-47.5% | $41,338-62.6% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,079-100.0% |