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 7-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 | $5,937 | $5,9370% | $280,855-97.9% | $105,125-94.4% |
| Participation rate | 100.0% | 33.3%+66.7pp | 21.6%+78.4pp | 14.6%+85.4pp |
| Annual return | 0.00% | -3.90%+3.9pp | -0.70%+0.7pp | 10.56%-10.6pp |
| Employer contribution / active EE | $5,937 | $19,150-69.0% | $28,903-79.5% | $13,643-56.5% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |