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 3-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 | $92,211 | $108,968-15.4% | $108,968-15.4% | $287,075-67.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 50.0%+50.0pp | 55.8%+44.2pp |
| Annual return | 6.34% | 8.47%-2.1pp | 9.63%-3.3pp | 24.42%-18.1pp |
| Employer contribution / active EE | $50,000 | $35,790+39.7% | $33,327+50.0% | $41,338+21.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $596-100.0% | $22,079-100.0% |