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 | $395,092 | $96,305+310.2% | $80,569+390.4% | $139,434+183.4% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 16.01% | 1350.08%-1334.1pp | 935.43%-919.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,302 | $3,262-60.1% | $2,723-52.2% | $4,751-72.6% |
| Participant deferral / active EE | $7,110 | $5,232+35.9% | $4,447+59.9% | $6,710+6.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |