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 | $585,029 | $150,440+288.9% | $136,294+329.2% | $147,584+296.4% |
| Participation rate | 13.6% | 84.4%-70.8pp | 81.9%-68.3pp | 82.8%-69.2pp |
| Annual return | 14.87% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,108 | $5,256-78.9% | $4,695-76.4% | $4,876-77.3% |
| Participant deferral / active EE | $7,576 | $6,630+14.3% | $6,247+21.3% | $5,439+39.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |