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 | $942,709 | $175,202+438.1% | $149,673+529.8% | $139,434+576.1% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 13.47% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,725 | $5,474-68.5% | $4,818-64.2% | $4,751-63.7% |
| Participant deferral / active EE | $8,837 | $6,519+35.6% | $5,680+55.6% | $6,710+31.7% |
| Admin fee / account holder | $39 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |