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 | $339,869 | $104,907+224.0% | $84,611+301.7% | $152,861+122.3% |
| Participation rate | 15.4% | 74.8%-59.4pp | 68.2%-52.8pp | 82.4%-67.1pp |
| Annual return | 23.91% | 373.79%-349.9pp | 258.74%-234.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,196 | $3,302-63.8% | $2,652-54.9% | $4,762-74.9% |
| Participant deferral / active EE | $6,692 | $4,688+42.8% | $3,899+71.7% | $5,850+14.4% |
| Admin fee / account holder | $150 | $6,241-97.6% | $4,912-96.9% | $11,596-98.7% |