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 | $304,651 | $177,572+71.6% | $154,803+96.8% | $142,382+114.0% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 14.70% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $914 | $4,810-81.0% | $4,305-78.8% | $4,299-78.7% |
| Participant deferral / active EE | $5,740 | $6,272-8.5% | $5,540+3.6% | $6,507-11.8% |
| Admin fee / account holder | $8 | $16,786-100.0% | $14,329-99.9% | $12,624-99.9% |