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 | $528,346 | $177,572+197.5% | $154,803+241.3% | $142,382+271.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 13.67% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,255 | $4,810-73.9% | $4,305-70.9% | $4,299-70.8% |
| Participant deferral / active EE | $6,931 | $6,272+10.5% | $5,540+25.1% | $6,507+6.5% |
| Admin fee / account holder | $22 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |