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 | $860,184 | $189,613+353.7% | $167,512+413.5% | $142,382+504.1% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 12.67% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $9,512 | $4,349+118.7% | $3,882+145.1% | $4,299+121.3% |
| Participant deferral / active EE | $19,024 | $6,981+172.5% | $6,405+197.0% | $6,507+192.4% |
| Admin fee / account holder | $99 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |