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 | $841,594 | $179,726+368.3% | $156,263+438.6% | $142,382+491.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 14.54% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $15,255 | $5,069+200.9% | $4,333+252.1% | $4,299+254.8% |
| Participant deferral / active EE | $17,100 | $6,956+145.8% | $6,158+177.7% | $6,507+162.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |