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 | $269,753 | $209,832+28.6% | $189,513+42.3% | $167,490+61.1% |
| Participation rate | 42.9% | 88.7%-45.8pp | 87.8%-44.9pp | 82.1%-39.2pp |
| Annual return | 16.12% | 748.27%-732.2pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,895 | $6,914-43.7% | $6,162-36.8% | $4,837-19.5% |
| Participant deferral / active EE | $6,578 | $8,935-26.4% | $8,221-20.0% | $6,341+3.7% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |