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 | $327,538 | $202,318+61.9% | $172,739+89.6% | $152,861+114.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 24.47% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $11,718 | $5,856+100.1% | $5,143+127.8% | $4,762+146.0% |
| Participant deferral / active EE | $6,668 | $5,948+12.1% | $5,198+28.3% | $5,850+14.0% |
| Admin fee / account holder | $164 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |