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 | $41,736 | $767,447-94.6% | $741,050-94.4% | $564,480-92.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | 0.00% | -16.51%+16.5pp | -17.37%+17.4pp | -14.07%+14.1pp |
| Employer contribution / active EE | $41,736 | $31,544+32.3% | $31,041+34.5% | $29,221+42.8% |
| Participant deferral / active EE | $0 | $951-100.0% | $1,035-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $8,875-100.0% | $8,481-100.0% | $27,140-100.0% |