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 | $363,848 | $156,846+132.0% | $121,098+200.5% | $139,434+160.9% |
| Participation rate | 18.2% | 76.4%-58.2pp | 69.5%-51.3pp | 80.3%-62.1pp |
| Annual return | 15.67% | 1474.56%-1458.9pp | 985.75%-970.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $545 | $5,536-90.1% | $4,164-86.9% | $4,751-88.5% |
| Participant deferral / active EE | $4,091 | $4,844-15.6% | $4,080+0.3% | $6,710-39.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |