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 6-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 | $55,975 | $161,673-65.4% | $161,673-65.4% | $254,510-78.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 41.7%+58.3pp | 43.0%+57.0pp |
| Annual return | 0.00% | 9.27%-9.3pp | 9.65%-9.7pp | 259.13%-259.1pp |
| Employer contribution / active EE | $55,975 | $32,307+73.3% | $27,458+103.9% | $41,469+35.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,546-100.0% |