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 | $81,717 | $33,081+147.0% | $53,690+52.2% | $350,408-76.7% |
| Participation rate | 100.0% | 25.0%+75.0pp | 8.6%+91.4pp | 44.4%+55.6pp |
| Annual return | -9.20% | 0.10%-9.3pp | -4.80%-4.4pp | -14.65%+5.4pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $212 | $51,060-99.6% | $40,849-99.5% | $14,631-98.6% |