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 | $21,618 | $281,394-92.3% | $270,125-92.0% | $350,408-93.8% |
| Participation rate | 90.0% | 44.3%+45.7pp | 35.7%+54.3pp | 44.4%+45.6pp |
| Annual return | 2.49% | -41.91%+44.4pp | -38.85%+41.3pp | -14.65%+17.1pp |
| Employer contribution / active EE | $11,730 | $40,094-70.7% | $37,752-68.9% | $46,320-74.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $46 | $15,763-99.7% | $16,942-99.7% | $14,631-99.7% |