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 | $372,963 | $138,044+170.2% | $125,339+197.6% | $134,475+177.3% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -11.87% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,826 | $5,243-46.1% | $4,814-41.3% | $4,740-40.4% |
| Participant deferral / active EE | $12,194 | $7,799+56.4% | $7,446+63.8% | $6,400+90.5% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |