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 | $803,298-40.9% | $803,298-40.9% | $417,905+13.6% |
| Participation rate | 75.0% | 56.4%+18.6pp | 56.4%+18.6pp | 39.2%+35.8pp |
| Annual return | 13.65% | 10.27%+3.4pp | 10.48%+3.2pp | 13.91%-0.3pp |
| Employer contribution / active EE | $0 | $38,044-100.0% | $34,979-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $3,829-100.0% | $3,829-100.0% | $41,846-100.0% |