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 | $281,373 | $74,888+275.7% | $71,209+295.1% | $142,382+97.6% |
| Participation rate | 31.6% | 76.2%-44.6pp | 73.8%-42.2pp | 80.1%-48.5pp |
| Annual return | 14.12% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $981 | $2,854-65.6% | $2,721-63.9% | $4,299-77.2% |
| Participant deferral / active EE | $2,175 | $4,454-51.2% | $4,175-47.9% | $6,507-66.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |