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 | $16,200 | $354,213-95.4% | $568,132-97.1% | $254,542-93.6% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.4%+52.6pp |
| Annual return | 0.00% | 12.49%-12.5pp | 14.64%-14.6pp | 12.16%-12.2pp |
| Employer contribution / active EE | $16,200 | $52,238-69.0% | $41,831-61.3% | $44,746-63.8% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |