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 8-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 | $18,538 | $115,878-84.0% | $98,614-81.2% | $233,076-92.0% |
| Participation rate | 100.0% | 33.3%+66.7pp | 8.8%+91.2pp | 46.4%+53.6pp |
| Annual return | -5.48% | -2.11%-3.4pp | -0.41%-5.1pp | -82.66%+77.2pp |
| Employer contribution / active EE | $9,874 | $24,662-60.0% | $15,396-35.9% | $43,769-77.4% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $41 | $3,511-98.8% | $2,970-98.6% | $11,204-99.6% |