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 | $196,158 | $832,720-76.4% | $832,720-76.4% | $417,905-53.1% |
| Participation rate | 100.0% | 53.3%+46.7pp | 50.0%+50.0pp | 39.2%+60.8pp |
| Annual return | 11.59% | 7.05%+4.5pp | 7.07%+4.5pp | 13.91%-2.3pp |
| Employer contribution / active EE | $0 | $40,446-100.0% | $39,802-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $28,721-100.0% | $28,721-100.0% | $41,846-100.0% |