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 5-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 | $33,011 | $281,394-88.3% | $270,125-87.8% | $350,408-90.6% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.4%+55.6pp |
| Annual return | -5.16% | -41.91%+36.8pp | -38.85%+33.7pp | -14.65%+9.5pp |
| Employer contribution / active EE | $17,672 | $40,094-55.9% | $37,752-53.2% | $46,320-61.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $45 | $15,763-99.7% | $16,942-99.7% | $14,631-99.7% |