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 | $369,312 | $175,202+110.8% | $149,673+146.7% | $139,434+164.9% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 14.30% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,527 | $5,474-72.1% | $4,818-68.3% | $4,751-67.9% |
| Participant deferral / active EE | $6,016 | $6,519-7.7% | $5,680+5.9% | $6,710-10.4% |
| Admin fee / account holder | $116 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |