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 3-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 | $57,204 | $185,887-69.2% | $179,823-68.2% | $338,187-83.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 44.0%+56.0pp |
| Annual return | 4.11% | 173.40%-169.3pp | 148.21%-144.1pp | 13.05%-8.9pp |
| Employer contribution / active EE | $28,224 | $30,752-8.2% | $26,792+5.3% | $37,639-25.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $9 | $1,660-99.5% | $1,660-99.5% | $30,864-100.0% |