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 | $812,762 | $171,865+372.9% | $149,718+442.9% | $147,584+450.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 21.19% | 2113.22%-2092.0pp | 1501.63%-1480.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $10,608 | $6,275+69.0% | $5,445+94.8% | $4,876+117.5% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |