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 | $296,343 | $100,970+193.5% | $96,576+206.8% | $137,256+115.9% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 19.31% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $123 | $3,809-96.8% | $3,553-96.5% | $4,156-97.0% |
| Participant deferral / active EE | $6,248 | $8,286-24.6% | $7,956-21.5% | $6,407-2.5% |
| Admin fee / account holder | $30 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |