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 | $675,955 | $159,901+322.7% | $146,958+360.0% | $145,922+363.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 19.89% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,064 | $5,286-79.9% | $4,933-78.4% | $4,660-77.2% |
| Participant deferral / active EE | $9,000 | $8,428+6.8% | $8,070+11.5% | $6,688+34.6% |
| Admin fee / account holder | $62 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |