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 | $51,429 | $39,669+29.6% | $334,201-84.6% | $52,198-1.5% |
| Participation rate | 100.0% | 26.5%+73.5pp | 43.9%+56.1pp | 11.0%+89.0pp |
| Annual return | 10.00% | 8.11%+1.9pp | 9.84%+0.2pp | 8.23%+1.8pp |
| Employer contribution / active EE | $0 | $16,823-100.0% | $30,320-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |