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 10-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 | $903,239 | $101,283+791.8% | $75,826+1091.2% | $135,375+567.2% |
| Participation rate | 50.0% | 72.7%-22.7pp | 68.2%-18.2pp | 82.6%-32.6pp |
| Annual return | 80.17% | 3384.62%-3304.4pp | 1914.15%-1834.0pp | 519.73%-439.6pp |
| Employer contribution / active EE | $792 | $2,382-66.8% | $1,913-58.6% | $4,779-83.4% |
| Participant deferral / active EE | $792 | $3,469-77.2% | $2,862-72.3% | $5,609-85.9% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |