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 | $283,280 | $127,065+122.9% | $113,168+150.3% | $142,382+99.0% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 20.34% | 24.03%-3.7pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,150 | $3,442-37.5% | $2,975-27.7% | $4,299-50.0% |
| Participant deferral / active EE | $4,270 | $5,716-25.3% | $5,107-16.4% | $6,507-34.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |