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 | $29,167 | $935,851-96.9% | $865,637-96.6% | $474,542-93.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 80.9%+19.1pp | 87.2%+12.8pp |
| Annual return | 0.00% | 12.28%-12.3pp | 10.03%-10.0pp | 7.51%-7.5pp |
| Employer contribution / active EE | $29,167 | $25,736+13.3% | $24,586+18.6% | $27,752+5.1% |
| Participant deferral / active EE | $0 | $4,171-100.0% | $4,220-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $14,646-100.0% | $13,124-100.0% | $6,133-100.0% |