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 5-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 | $26,912 | $827,797-96.7% | $788,447-96.6% | $350,408-92.3% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.4%+55.6pp |
| Annual return | -11.70% | -4.32%-7.4pp | -3.21%-8.5pp | -14.65%+2.9pp |
| Employer contribution / active EE | $13,889 | $53,375-74.0% | $46,019-69.8% | $46,320-70.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,631-100.0% |