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.
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 | $474,570 | $893,103-46.9% | $893,103-46.9% | $418,949+13.3% |
| Participation rate | 75.0% | 58.4%+16.6pp | 58.4%+16.6pp | 35.7%+39.3pp |
| Annual return | 13.65% | 10.32%+3.3pp | 10.59%+3.1pp | 15.19%-1.5pp |
| Employer contribution / active EE | $0 | $36,556-100.0% | $33,926-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $50,584-100.0% |