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 | $345,945 | $176,056+96.5% | $159,436+117.0% | $167,490+106.5% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 10.72% | 331.75%-321.0pp | 263.57%-252.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,272 | $5,297-38.2% | $4,829-32.2% | $4,837-32.4% |
| Participant deferral / active EE | $10,400 | $7,750+34.2% | $7,352+41.5% | $6,341+64.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |