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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $655,238 | $177,572+269.0% | $154,803+323.3% | $142,382+360.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 15.22% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,418 | $4,810-28.9% | $4,305-20.6% | $4,299-20.5% |
| Participant deferral / active EE | $6,375 | $6,272+1.6% | $5,540+15.1% | $6,507-2.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |