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 | $303,656 | $110,261+175.4% | $95,745+217.2% | $139,434+117.8% |
| Participation rate | 12.5% | 75.8%-63.3pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 19.76% | 27.11%-7.4pp | 28.35%-8.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $960 | $3,257-70.5% | $2,835-66.1% | $4,751-79.8% |
| Participant deferral / active EE | $3,750 | $4,676-19.8% | $4,245-11.7% | $6,710-44.1% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |