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 | $446,731 | $74,888+496.5% | $71,209+527.4% | $142,382+213.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 16.26% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $833 | $2,854-70.8% | $2,721-69.4% | $4,299-80.6% |
| Participant deferral / active EE | $1,668 | $4,454-62.6% | $4,175-60.1% | $6,507-74.4% |
| Admin fee / account holder | $10 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |