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 | $33,798 | $69,807-51.6% | $65,170-48.1% | $350,408-90.4% |
| Participation rate | 100.0% | 45.8%+54.2pp | 29.3%+70.7pp | 44.4%+55.6pp |
| Annual return | 0.00% | 10.17%-10.2pp | 7.07%-7.1pp | -14.65%+14.6pp |
| Employer contribution / active EE | $33,798 | $38,496-12.2% | $34,847-3.0% | $46,320-27.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,631-100.0% |