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 4-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 | $253,465 | $325,553-22.1% | $325,553-22.1% | $338,187-25.1% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 44.0%+56.0pp |
| Annual return | 5.29% | 9.11%-3.8pp | 9.14%-3.9pp | 13.05%-7.8pp |
| Employer contribution / active EE | $62,419 | $46,891+33.1% | $40,544+54.0% | $37,639+65.8% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |