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 | $342,467 | $202,318+69.3% | $172,739+98.3% | $152,861+124.0% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 16.46% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $20,038 | $5,856+242.2% | $5,143+289.6% | $4,762+320.8% |
| Participant deferral / active EE | $10,585 | $5,948+77.9% | $5,198+103.6% | $5,850+80.9% |
| Admin fee / account holder | $66 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |