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 | $584,462 | $209,832+178.5% | $189,513+208.4% | $167,490+249.0% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 16.25% | 748.27%-732.0pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $4,800 | $6,914-30.6% | $6,162-22.1% | $4,837-0.8% |
| Participant deferral / active EE | $13,000 | $8,935+45.5% | $8,221+58.1% | $6,341+105.0% |
| Admin fee / account holder | -$335 | $14,293-102.3% | $12,045-102.8% | $12,309-102.7% |