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 | $353,670 | $185,200+91.0% | $142,863+147.6% | $167,490+111.2% |
| Participation rate | 28.6% | 78.4%-49.9pp | 71.9%-43.4pp | 82.1%-53.5pp |
| Annual return | 141.65% | 8555.70%-8414.0pp | 5637.54%-5495.9pp | 478.56%-336.9pp |
| Employer contribution / active EE | $676 | $5,604-87.9% | $4,144-83.7% | $4,837-86.0% |
| Participant deferral / active EE | $5,571 | $4,494+24.0% | $3,837+45.2% | $6,341-12.1% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |