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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,199,832 | $457,257+599.8% | $460,228+595.3% | $405,731+688.7% |
| Participation rate | 100.0% | 95.3%+4.7pp | 95.1%+4.9pp | 91.9%+8.1pp |
| Annual return | 0.01% | -3.33%+3.3pp | -2.98%+3.0pp | 4.30%-4.3pp |
| Employer contribution / active EE | $0 | $29,788-100.0% | $29,339-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $3,623-100.0% | $3,580-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $3,869-100.0% | $4,523-100.0% | $12,997-100.0% |