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 | $308,395 | $431,983-28.6% | $431,983-28.6% | $287,075+7.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 66.7%+33.3pp | 55.8%+44.2pp |
| Annual return | 4.18% | 9.67%-5.5pp | 9.65%-5.5pp | 24.42%-20.2pp |
| Employer contribution / active EE | $100,000 | $51,506+94.2% | $50,004+100.0% | $41,338+141.9% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $111 | $35,292-99.7% | $35,292-99.7% | $22,079-99.5% |