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 8-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 | $310,340 | $160,055+93.9% | $140,016+121.6% | $135,375+129.2% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -7.29% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,688 | $6,420-58.1% | $5,606-52.0% | $4,779-43.8% |
| Participant deferral / active EE | $18,500 | $7,642+142.1% | $6,927+167.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |