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 | $982,705 | $142,344+590.4% | $119,609+721.6% | $134,475+630.8% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -10.92% | -12.44%+1.5pp | -14.97%+4.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $21,231 | $5,222+306.6% | $4,232+401.7% | $4,740+347.9% |
| Participant deferral / active EE | $12,318 | $6,469+90.4% | $5,602+119.9% | $6,400+92.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |