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 10-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 | $198,597 | $268,676-26.1% | $268,676-26.1% | $350,408-43.3% |
| Participation rate | 100.0% | 55.0%+45.0pp | 37.9%+62.1pp | 44.4%+55.6pp |
| Annual return | -16.07% | -11.17%-4.9pp | -10.68%-5.4pp | -14.65%-1.4pp |
| Employer contribution / active EE | $22,417 | $55,905-59.9% | $48,995-54.2% | $46,320-51.6% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,631-100.0% |