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 9-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 | $351,827 | $185,200+90.0% | $142,863+146.3% | $167,490+110.1% |
| Participation rate | 41.7% | 78.4%-36.8pp | 71.9%-30.3pp | 82.1%-40.4pp |
| Annual return | 16.90% | 8555.70%-8538.8pp | 5637.54%-5620.6pp | 478.56%-461.7pp |
| Employer contribution / active EE | $191 | $5,604-96.6% | $4,144-95.4% | $4,837-96.0% |
| Participant deferral / active EE | $4,042 | $4,494-10.1% | $3,837+5.3% | $6,341-36.3% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |