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 | $994,286 | $162,781+510.8% | $133,956+642.3% | $158,922+525.6% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 25.07% | 41.94%-16.9pp | 45.09%-20.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $20,623 | $4,975+314.5% | $3,919+426.3% | $4,761+333.2% |
| Participant deferral / active EE | $12,148 | $5,911+105.5% | $5,048+140.7% | $5,982+103.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |