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 7-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 | $3,219,907 | $3,219,9070% | $3,219,9070% | $338,187+852.1% |
| Participation rate | 100.0% | 20.0%+80.0pp | 10.0%+90.0pp | 44.0%+56.0pp |
| Annual return | 19.09% | 0.58%+18.5pp | 3.48%+15.6pp | 13.05%+6.0pp |
| Employer contribution / active EE | $0 | $47,956-100.0% | $31,972-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,864-100.0% |