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 | $359,137 | $150,440+138.7% | $136,294+163.5% | $147,584+143.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 25.20% | 1049.08%-1023.9pp | 5155.94%-5130.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,446 | $5,256-72.5% | $4,695-69.2% | $4,876-70.3% |
| Participant deferral / active EE | $2,381 | $6,630-64.1% | $6,247-61.9% | $5,439-56.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |