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 | $409,772 | $144,119+184.3% | $117,854+247.7% | $147,584+177.7% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 16.05% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,067 | $4,896-37.4% | $3,786-19.0% | $4,876-37.1% |
| Participant deferral / active EE | $5,167 | $5,316-2.8% | $4,482+15.3% | $5,439-5.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |