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 4-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 | $16,652 | $102,171-83.7% | $98,742-83.1% | $286,844-94.2% |
| Participation rate | 100.0% | 43.8%+56.3pp | 30.7%+69.3pp | 37.6%+62.4pp |
| Annual return | 0.00% | 8.03%-8.0pp | 7.86%-7.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $16,652 | $41,786-60.2% | $39,100-57.4% | $43,742-61.9% |
| Participant deferral / active EE | $0 | $48-100.0% | $45-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,272-100.0% | $15,347-100.0% | $12,596-100.0% |