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 8-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 | $370,133 | $233,278+58.7% | $379,314-2.4% | $233,076+58.8% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | -2.34% | -2.89%+0.6pp | -2.18%-0.2pp | -82.66%+80.3pp |
| Employer contribution / active EE | $50,000 | $50,326-0.6% | $38,751+29.0% | $43,769+14.2% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $9 | $4,632-99.8% | $4,180-99.8% | $11,204-99.9% |