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 6-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 | $301,804 | $505,629-40.3% | $505,629-40.3% | $417,905-27.8% |
| Participation rate | 100.0% | 42.2%+57.8pp | 39.0%+61.0pp | 39.2%+60.8pp |
| Annual return | 3.41% | 8.36%-4.9pp | 8.40%-5.0pp | 13.91%-10.5pp |
| Employer contribution / active EE | $18,097 | $40,567-55.4% | $39,312-54.0% | $35,282-48.7% |
| Participant deferral / active EE | $24,521 | $134+18205.2% | $131+18590.7% | $94+25941.9% |
| Admin fee / account holder | $0 | $38,466-100.0% | $38,466-100.0% | $41,846-100.0% |