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 | $782,523 | $189,613+312.7% | $167,512+367.1% | $142,382+449.6% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 14.58% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,908 | $4,349-10.1% | $3,882+0.7% | $4,299-9.1% |
| Participant deferral / active EE | $10,989 | $6,981+57.4% | $6,405+71.6% | $6,507+68.9% |
| Admin fee / account holder | $50 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |