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 | $79,863 | $181,263-55.9% | $181,263-55.9% | $417,905-80.9% |
| Participation rate | 100.0% | 66.1%+33.9pp | 52.9%+47.1pp | 39.2%+60.8pp |
| Annual return | 5.37% | 12.30%-6.9pp | 12.57%-7.2pp | 13.91%-8.5pp |
| Employer contribution / active EE | $24,609 | $26,565-7.4% | $23,666+4.0% | $35,282-30.2% |
| Participant deferral / active EE | $0 | $14-100.0% | $13-100.0% | $94-100.0% |
| Admin fee / account holder | $79 | $187,584-100.0% | $187,584-100.0% | $41,846-99.8% |