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 | $582,334 | $210,648+176.4% | $177,989+227.2% | $145,922+299.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.35% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $9,375 | $4,565+105.4% | $3,949+137.4% | $4,660+101.2% |
| Participant deferral / active EE | $9,500 | $6,958+36.5% | $6,276+51.4% | $6,688+42.1% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |