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 | $179,000 | $186,219-3.9% | $201,582-11.2% | $286,844-37.6% |
| Participation rate | 100.0% | 37.2%+62.8pp | 23.6%+76.4pp | 37.6%+62.4pp |
| Annual return | 0.00% | 8.34%-8.3pp | 11.08%-11.1pp | 9.30%-9.3pp |
| Employer contribution / active EE | $179,000 | $35,279+407.4% | $28,409+530.1% | $43,742+309.2% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |