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 | $37,159 | $224,669-83.5% | $202,297-81.6% | $287,075-87.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 52.5%+47.5pp | 55.8%+44.2pp |
| Annual return | 9.94% | 14.34%-4.4pp | 14.21%-4.3pp | 24.42%-14.5pp |
| Employer contribution / active EE | $0 | $33,857-100.0% | $29,446-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $105 | $9,002-98.8% | $7,524-98.6% | $22,079-99.5% |