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 | $337,198 | $247,971+36.0% | $209,012+61.3% | $357,791-5.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.5%+22.5pp | 85.6%+14.4pp |
| Annual return | 3.99% | -1.22%+5.2pp | 0.31%+3.7pp | 396.79%-392.8pp |
| Employer contribution / active EE | $0 | $6,238-100.0% | $5,342-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,526-100.0% | $4,752-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $40,320-100.0% | $31,136-100.0% | $28,387-100.0% |