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 | $24,052 | $268,458-91.0% | $264,156-90.9% | $237,064-89.9% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 8.64% | 4.72%+3.9pp | 4.74%+3.9pp | 4.16%+4.5pp |
| Employer contribution / active EE | $13,698 | $48,881-72.0% | $46,220-70.4% | $42,916-68.1% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $107 | $12,218-99.1% | $12,050-99.1% | $21,465-99.5% |