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 | $23,885 | $458,700-94.8% | $458,700-94.8% | $338,187-92.9% |
| Participation rate | 91.7% | 46.5%+45.1pp | 39.9%+51.8pp | 44.0%+47.7pp |
| Annual return | 0.00% | 8.39%-8.4pp | 8.57%-8.6pp | 13.05%-13.0pp |
| Employer contribution / active EE | $25,875 | $36,665-29.4% | $33,010-21.6% | $37,639-31.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,864-100.0% |