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 9-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 | $113,382 | $396,977-71.4% | $396,977-71.4% | $430,769-73.7% |
| Participation rate | 100.0% | 89.5%+10.5pp | 89.5%+10.5pp | 90.6%+9.4pp |
| Annual return | 0.00% | -0.19%+0.2pp | -0.16%+0.2pp | 10.77%-10.8pp |
| Employer contribution / active EE | $113,382 | $33,626+237.2% | $32,327+250.7% | $26,022+335.7% |
| Participant deferral / active EE | $0 | $8,954-100.0% | $8,483-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $982-100.0% | $982-100.0% | $18,309-100.0% |