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 | $455,539 | $168,632+170.1% | $147,614+208.6% | $125,391+263.3% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -2.02% | 77.65%-79.7pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $7,781 | $6,252+24.5% | $5,564+39.8% | $4,866+59.9% |
| Participant deferral / active EE | $11,667 | $5,507+111.9% | $4,895+138.3% | $5,352+118.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |