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 | $997,940 | $117,983+745.8% | $101,794+880.4% | $142,382+600.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 19.46% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $483 | $2,773-82.6% | $2,289-78.9% | $4,299-88.8% |
| Participant deferral / active EE | $4,775 | $4,714+1.3% | $4,084+16.9% | $6,507-26.6% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |