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 4-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 | $64,998 | $262,251-75.2% | $250,986-74.1% | $287,075-77.4% |
| Participation rate | 95.5% | 61.9%+33.5pp | 50.6%+44.8pp | 55.8%+39.6pp |
| Annual return | 9.75% | 34.46%-24.7pp | 32.30%-22.6pp | 24.42%-14.7pp |
| Employer contribution / active EE | $32,486 | $35,995-9.7% | $33,955-4.3% | $41,338-21.4% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |