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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,924 | $149,104+144.7% | $144,462+152.6% | $248,183+47.0% |
| Participation rate | 100.0% | 33.7%+66.3pp | 11.7%+88.3pp | 45.9%+54.1pp |
| Annual return | 8.15% | 5.28%+2.9pp | 16.78%-8.6pp | 10.21%-2.1pp |
| Employer contribution / active EE | $66,667 | $35,590+87.3% | $26,328+153.2% | $42,272+57.7% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |