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 | $172,111+123.9% | $150,298+156.4% | $137,256+180.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 21.23% | 69.37%-48.1pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $957 | $4,636-79.3% | $4,154-77.0% | $4,156-77.0% |
| Participant deferral / active EE | $4,857 | $6,166-21.2% | $5,453-10.9% | $6,407-24.2% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |