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 | $734,361 | $150,440+388.1% | $136,294+438.8% | $147,584+397.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 22.26% | 1049.08%-1026.8pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,400 | $5,256-73.4% | $4,695-70.2% | $4,876-71.3% |
| Participant deferral / active EE | $5,067 | $6,630-23.6% | $6,247-18.9% | $5,439-6.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |