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 | $192,321 | $69,807+175.5% | $65,170+195.1% | $350,408-45.1% |
| Participation rate | 92.9% | 45.8%+47.1pp | 29.3%+63.6pp | 44.4%+48.4pp |
| Annual return | 0.73% | 10.17%-9.4pp | 7.07%-6.3pp | -14.65%+15.4pp |
| Employer contribution / active EE | $21,530 | $38,496-44.1% | $34,847-38.2% | $46,320-53.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $3 | $51-93.4% | $51-93.4% | $14,631-100.0% |