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 | $453,994 | $202,318+124.4% | $172,739+162.8% | $152,861+197.0% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.4%-62.4pp |
| Annual return | 43.69% | 1029.65%-986.0pp | 802.84%-759.2pp | 345.32%-301.6pp |
| Employer contribution / active EE | $1,696 | $5,856-71.0% | $5,143-67.0% | $4,762-64.4% |
| Participant deferral / active EE | $4,400 | $5,948-26.0% | $5,198-15.3% | $5,850-24.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |