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 | $341,288 | $202,318+68.7% | $172,739+97.6% | $152,861+123.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 20.30% | 1029.65%-1009.4pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $5,756 | $5,856-1.7% | $5,143+11.9% | $4,762+20.9% |
| Participant deferral / active EE | $3,277 | $5,948-44.9% | $5,198-37.0% | $5,850-44.0% |
| Admin fee / account holder | $70 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |