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 | $272,967 | $185,200+47.4% | $142,863+91.1% | $167,490+63.0% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 10.13% | 8555.70%-8545.6pp | 5637.54%-5627.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $3,250 | $5,604-42.0% | $4,144-21.6% | $4,837-32.8% |
| Participant deferral / active EE | $3,201 | $4,494-28.8% | $3,837-16.6% | $6,341-49.5% |
| Admin fee / account holder | $20 | $8,031-99.8% | $6,560-99.7% | $12,309-99.8% |