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 | $252,878 | $189,613+33.4% | $167,512+51.0% | $142,382+77.6% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 19.31% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,709 | $6,981-32.5% | $6,405-26.5% | $6,507-27.6% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |