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 10-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 | $47,311 | $222,828-78.8% | $180,484-73.8% | $248,183-80.9% |
| Participation rate | 100.0% | 32.1%+67.9pp | 10.1%+89.9pp | 45.9%+54.1pp |
| Annual return | 3.54% | 3.14%+0.4pp | 10.53%-7.0pp | 10.21%-6.7pp |
| Employer contribution / active EE | $16,857 | $46,562-63.8% | $29,360-42.6% | $42,272-60.1% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $37 | $1,524-97.6% | $1,273-97.1% | $13,518-99.7% |