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 8-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 | $39,714 | $267,312-85.1% | $245,396-83.8% | $233,076-83.0% |
| Participation rate | 72.7% | 51.5%+21.3pp | 43.0%+29.8pp | 46.4%+26.4pp |
| Annual return | 0.32% | -1035.07%+1035.4pp | -752.26%+752.6pp | -82.66%+83.0pp |
| Employer contribution / active EE | $20,202 | $39,756-49.2% | $31,802-36.5% | $43,769-53.8% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |