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 | $20,848 | $20,8480% | $353,945-94.1% | $198,586-89.5% |
| Participation rate | 100.0% | 25.0%+75.0pp | 20.8%+79.2pp | 13.5%+86.5pp |
| Annual return | 7.21% | 12.26%-5.1pp | 10.57%-3.4pp | 9.29%-2.1pp |
| Employer contribution / active EE | $9,657 | $20,182-52.1% | $29,483-67.2% | $15,168-36.3% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $81 | $810% | $2,009-96.0% | $2,037-96.0% |