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 | $36,549 | $36,5490% | $157,466-76.8% | $37,197-1.7% |
| Participation rate | 90.5% | 3.1%+87.4pp | 11.9%+78.6pp | 4.7%+85.8pp |
| Annual return | -5.34% | -2.68%-2.7pp | 12.68%-18.0pp | -0.69%-4.7pp |
| Employer contribution / active EE | $6,342 | $18,045-64.9% | $22,860-72.3% | $16,786-62.2% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $231 | $2310% | $2,825-91.8% | $124+85.9% |