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 6-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 | $520,871 | $217,402+139.6% | $185,823+180.3% | $167,490+211.0% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 2348.28% | 148.36%+2199.9pp | 122.05%+2226.2pp | 478.56%+1869.7pp |
| Employer contribution / active EE | $10,516 | $5,873+79.1% | $5,167+103.5% | $4,837+117.4% |
| Participant deferral / active EE | $6,811 | $6,356+7.1% | $5,568+22.3% | $6,341+7.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |