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 | $204,489 | $315,650-35.2% | $308,621-33.7% | $338,187-39.5% |
| Participation rate | 75.0% | 62.7%+12.3pp | 57.2%+17.8pp | 44.0%+31.0pp |
| Annual return | 6.95% | 8.12%-1.2pp | 8.06%-1.1pp | 13.05%-6.1pp |
| Employer contribution / active EE | $40,171 | $44,127-9.0% | $42,627-5.8% | $37,639+6.7% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |