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 | $13,553 | $84,337-83.9% | $291,448-95.3% | $286,844-95.3% |
| Participation rate | 100.0% | 42.9%+57.1pp | 28.6%+71.4pp | 37.6%+62.4pp |
| Annual return | 0.00% | 5.53%-5.5pp | 6.39%-6.4pp | 9.30%-9.3pp |
| Employer contribution / active EE | $15,059 | $39,799-62.2% | $30,371-50.4% | $43,742-65.6% |
| Participant deferral / active EE | $0 | $7-100.0% | $24-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $8,141-100.0% | $7,637-100.0% | $12,596-100.0% |