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 | $269,790 | $180,449+49.5% | $154,107+75.1% | $135,375+99.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -8.12% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.9pp |
| Employer contribution / active EE | $6,810 | $6,035+12.9% | $5,298+28.6% | $4,779+42.5% |
| Participant deferral / active EE | $5,825 | $5,806+0.3% | $5,081+14.7% | $5,609+3.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |