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.
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 | $353,897 | $785,698-55.0% | $694,382-49.0% | $546,767-35.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 83.5%+16.5pp |
| Annual return | 4.59% | 9.34%-4.7pp | 9.66%-5.1pp | 10.35%-5.8pp |
| Employer contribution / active EE | $73,500 | $27,225+170.0% | $25,660+186.4% | $24,752+196.9% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $48,677-100.0% |