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 | $1,726,577 | $264,545+552.7% | $186,774+824.4% | $287,075+501.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 55.8%+44.2pp | 55.8%+44.2pp |
| Annual return | 15.59% | 8.01%+7.6pp | 7.78%+7.8pp | 24.42%-8.8pp |
| Employer contribution / active EE | $205,000 | $41,524+393.7% | $32,517+530.4% | $41,338+395.9% |
| Participant deferral / active EE | $0 | $359-100.0% | $504-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,053-100.0% | $3,044-100.0% | $22,079-100.0% |