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 | $25,395 | $34,827-27.1% | $2,066,441-98.8% | $254,510-90.0% |
| Participation rate | 100.0% | 25.0%+75.0pp | 7.0%+93.0pp | 43.0%+57.0pp |
| Annual return | 2.61% | 8.77%-6.2pp | 10.57%-8.0pp | 259.13%-256.5pp |
| Employer contribution / active EE | $0 | $30,532-100.0% | $18,335-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $28 | $246-88.6% | $8,713-99.7% | $21,546-99.9% |