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 3-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 | $519,992 | $263,172+97.6% | $220,504+135.8% | $350,408+48.4% |
| Participation rate | 100.0% | 57.1%+42.9pp | 35.7%+64.3pp | 44.4%+55.6pp |
| Annual return | -3.62% | -8.66%+5.0pp | -9.09%+5.5pp | -14.65%+11.0pp |
| Employer contribution / active EE | $143,250 | $39,282+264.7% | $36,696+290.4% | $46,320+209.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $63-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $7,049-100.0% | $4,802-100.0% | $14,631-100.0% |