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 | $390,838 | $315,650+23.8% | $308,621+26.6% | $338,187+15.6% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 44.0%+56.0pp |
| Annual return | 5.73% | 8.12%-2.4pp | 8.06%-2.3pp | 13.05%-7.3pp |
| Employer contribution / active EE | $122,500 | $44,127+177.6% | $42,627+187.4% | $37,639+225.5% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $6 | $9,132-99.9% | $8,774-99.9% | $30,864-100.0% |