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 | $104,210 | $247,120-57.8% | $213,834-51.3% | $350,408-70.3% |
| Participation rate | 100.0% | 29.4%+70.6pp | 12.3%+87.7pp | 44.4%+55.6pp |
| Annual return | 1.43% | -11.90%+13.3pp | -5.16%+6.6pp | -14.65%+16.1pp |
| Employer contribution / active EE | $51,735 | $42,640+21.3% | $31,020+66.8% | $46,320+11.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,631-100.0% |