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 10-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.
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 | $496,469 | $177,383+179.9% | $177,383+179.9% | $222,458+123.2% |
| Participation rate | 100.0% | 57.1%+42.9pp | 23.8%+76.2pp | 48.7%+51.3pp |
| Annual return | 2.45% | -2.14%+4.6pp | -0.48%+2.9pp | -2.16%+4.6pp |
| Employer contribution / active EE | $37,500 | $29,259+28.2% | $23,357+60.6% | $42,957-12.7% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,964-100.0% | $3,964-100.0% | $12,572-100.0% |