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 | $655,952 | $226,064+190.2% | $182,532+259.4% | $152,861+329.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 18.79% | 192.51%-173.7pp | 148.54%-129.7pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,649 | $4,978-46.8% | $4,076-35.0% | $4,762-44.4% |
| Participant deferral / active EE | $4,675 | $6,368-26.6% | $5,524-15.4% | $5,850-20.1% |
| Admin fee / account holder | $250 | $10,703-97.7% | $8,592-97.1% | $11,596-97.8% |