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 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 | $35,343 | $162,803-78.3% | $473,625-92.5% | $287,075-87.7% |
| Participation rate | 75.0% | 73.7%+1.3pp | 37.3%+37.7pp | 55.8%+19.2pp |
| Annual return | 0.00% | 17.22%-17.2pp | 20.18%-20.2pp | 24.42%-24.4pp |
| Employer contribution / active EE | $30,925 | $35,410-12.7% | $29,108+6.2% | $41,338-25.2% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,079-100.0% |