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 9-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 | $609,814 | $202,318+201.4% | $172,739+253.0% | $152,861+298.9% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 32.33% | 1029.65%-997.3pp | 802.84%-770.5pp | 345.32%-313.0pp |
| Employer contribution / active EE | $2,480 | $5,856-57.7% | $5,143-51.8% | $4,762-47.9% |
| Participant deferral / active EE | $8,800 | $5,948+47.9% | $5,198+69.3% | $5,850+50.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |