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 6-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 | $318,702 | $425,512-25.1% | $414,698-23.1% | $417,905-23.7% |
| Participation rate | 100.0% | 53.2%+46.8pp | 46.8%+53.2pp | 39.2%+60.8pp |
| Annual return | 12.77% | 8.74%+4.0pp | 8.80%+4.0pp | 13.91%-1.1pp |
| Employer contribution / active EE | $20,000 | $30,619-34.7% | $29,429-32.0% | $35,282-43.3% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |