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 6-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 | $782,760 | $177,834+340.2% | $177,834+340.2% | $254,542+207.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 39.5%+60.5pp | 47.4%+52.6pp |
| Annual return | 12.65% | 10.65%+2.0pp | 11.67%+1.0pp | 12.16%+0.5pp |
| Employer contribution / active EE | $8,571 | $33,520-74.4% | $28,376-69.8% | $44,746-80.8% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $15,617-100.0% | $15,617-100.0% | $17,640-100.0% |