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 | $61,600 | $827,797-92.6% | $788,447-92.2% | $350,408-82.4% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.4%+55.6pp |
| Annual return | -2.84% | -4.32%+1.5pp | -3.21%+0.4pp | -14.65%+11.8pp |
| Employer contribution / active EE | $20,352 | $53,375-61.9% | $46,019-55.8% | $46,320-56.1% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $182 | $50,219-99.6% | $46,258-99.6% | $14,631-98.8% |