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 7-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 | $332,974 | $190,805+74.5% | $159,960+108.2% | $134,475+147.6% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 34.76% | 552.23%-517.5pp | 408.60%-373.8pp | 417.96%-383.2pp |
| Employer contribution / active EE | $3,965 | $4,995-20.6% | $4,226-6.2% | $4,740-16.3% |
| Participant deferral / active EE | $9,840 | $6,923+42.1% | $6,182+59.2% | $6,400+53.8% |
| Admin fee / account holder | $2 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |