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 | $593,870 | $176,056+237.3% | $159,436+272.5% | $167,490+254.6% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 26.46% | 331.75%-305.3pp | 263.57%-237.1pp | 478.56%-452.1pp |
| Employer contribution / active EE | $2,296 | $5,297-56.6% | $4,829-52.4% | $4,837-52.5% |
| Participant deferral / active EE | $8,622 | $7,750+11.3% | $7,352+17.3% | $6,341+36.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |