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 9-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 | $314,014 | $175,202+79.2% | $149,673+109.8% | $139,434+125.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 41.04% | 166.71%-125.7pp | 134.42%-93.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $2,084 | $5,474-61.9% | $4,818-56.7% | $4,751-56.1% |
| Participant deferral / active EE | $5,890 | $6,519-9.6% | $5,680+3.7% | $6,710-12.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |