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 | $371,623 | $78,672+372.4% | $109,143+240.5% | $85,850+332.9% |
| Participation rate | 28.1% | 68.3%-40.1pp | 75.9%-47.8pp | 69.3%-41.2pp |
| Annual return | 21.24% | 25.09%-3.9pp | 25.75%-4.5pp | 318.53%-297.3pp |
| Employer contribution / active EE | $704 | $2,735-74.2% | $3,722-81.1% | $2,565-72.5% |
| Participant deferral / active EE | $4,755 | $3,467+37.1% | $4,653+2.2% | $3,952+20.3% |
| Admin fee / account holder | $5 | $5,469-99.9% | $6,752-99.9% | $6,260-99.9% |