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 | $465,238 | $117,841+294.8% | $102,423+354.2% | $145,922+218.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 30.08% | 31.65%-1.6pp | 29.32%+0.8pp | 561.29%-531.2pp |
| Employer contribution / active EE | $3,515 | $3,615-2.7% | $3,023+16.3% | $4,660-24.6% |
| Participant deferral / active EE | $14,712 | $5,731+156.7% | $5,053+191.2% | $6,688+120.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |