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 7-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 | $634,170 | $117,535+439.6% | $108,235+485.9% | $222,458+185.1% |
| Participation rate | 100.0% | 42.4%+57.6pp | 32.2%+67.8pp | 48.7%+51.3pp |
| Annual return | -1.85% | -1.67%-0.2pp | -1.08%-0.8pp | -2.16%+0.3pp |
| Employer contribution / active EE | $80,000 | $44,358+80.4% | $35,779+123.6% | $42,957+86.2% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |