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 | $385,387 | $177,572+117.0% | $154,803+149.0% | $142,382+170.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 21.23% | 65.07%-43.8pp | 58.88%-37.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $957 | $4,810-80.1% | $4,305-77.8% | $4,299-77.7% |
| Participant deferral / active EE | $4,857 | $6,272-22.5% | $5,540-12.3% | $6,507-25.4% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |