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 | $477,768 | $111,724+327.6% | $93,606+410.4% | $145,922+227.4% |
| Participation rate | 15.4% | 74.2%-58.8pp | 68.7%-53.3pp | 80.3%-64.9pp |
| Annual return | 10.73% | 202.98%-192.3pp | 133.20%-122.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $943 | $3,090-69.5% | $2,420-61.0% | $4,660-79.8% |
| Participant deferral / active EE | $2,346 | $4,912-52.2% | $4,411-46.8% | $6,688-64.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |