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 | $86,422 | $235,493-63.3% | $235,493-63.3% | $350,408-75.3% |
| Participation rate | 100.0% | 59.1%+40.9pp | 24.6%+75.4pp | 44.4%+55.6pp |
| Annual return | 0.00% | -5.95%+6.0pp | -6.07%+6.1pp | -14.65%+14.6pp |
| Employer contribution / active EE | $95,702 | $44,275+116.2% | $37,389+156.0% | $46,320+106.6% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $12,327-100.0% | $14,631-100.0% |