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 | $176,346 | $201,159-12.3% | $181,048-2.6% | $417,905-57.8% |
| Participation rate | 88.9% | 36.5%+52.4pp | 22.4%+66.5pp | 39.2%+49.7pp |
| Annual return | 10.31% | 9.29%+1.0pp | 9.65%+0.7pp | 13.91%-3.6pp |
| Employer contribution / active EE | $22,379 | $32,463-31.1% | $26,259-14.8% | $35,282-36.6% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |