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 | $299,488 | $185,200+61.7% | $142,863+109.6% | $167,490+78.8% |
| Participation rate | 21.4% | 78.4%-57.0pp | 71.9%-50.5pp | 82.1%-60.7pp |
| Annual return | 13.30% | 8555.70%-8542.4pp | 5637.54%-5624.2pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,202 | $4,494-73.3% | $3,837-68.7% | $6,341-81.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |