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 | $401,991 | $198,466+102.5% | $170,442+135.9% | $147,584+172.4% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 25.45% | 257.29%-231.8pp | 205.93%-180.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $4,326 | $6,184-30.0% | $5,433-20.4% | $4,876-11.3% |
| Participant deferral / active EE | $10,458 | $5,629+85.8% | $4,939+111.7% | $5,439+92.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |