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 | $399,718 | $150,440+165.7% | $136,294+193.3% | $147,584+170.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 27.33% | 1049.08%-1021.8pp | 5155.94%-5128.6pp | 578.55%-551.2pp |
| Employer contribution / active EE | $12,000 | $5,256+128.3% | $4,695+155.6% | $4,876+146.1% |
| Participant deferral / active EE | $14,389 | $6,630+117.0% | $6,247+130.3% | $5,439+164.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |