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 | $603,555 | $180,449+234.5% | $154,107+291.6% | $135,375+345.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -4.20% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $13,605 | $6,035+125.4% | $5,298+156.8% | $4,779+184.7% |
| Participant deferral / active EE | $16,034 | $5,806+176.2% | $5,081+215.6% | $5,609+185.9% |
| Admin fee / account holder | $52 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |