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 9-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 | $157,804 | $206,041-23.4% | $201,416-21.7% | $338,187-53.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 44.0%+56.0pp |
| Annual return | 6.71% | 7.45%-0.7pp | 8.09%-1.4pp | 13.05%-6.3pp |
| Employer contribution / active EE | $21,822 | $34,795-37.3% | $28,732-24.1% | $37,639-42.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,864-100.0% |