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 | $7,949 | $337,218-97.6% | $313,292-97.5% | $222,458-96.4% |
| Participation rate | 80.0% | 48.5%+31.5pp | 35.7%+44.3pp | 48.7%+31.3pp |
| Annual return | 0.00% | -2.99%+3.0pp | -2.79%+2.8pp | -2.16%+2.2pp |
| Employer contribution / active EE | $10,240 | $44,634-77.1% | $39,327-74.0% | $42,957-76.2% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |