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 | $276,176 | $202,318+36.5% | $172,739+59.9% | $152,861+80.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 25.18% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,877 | $5,856-67.9% | $5,143-63.5% | $4,762-60.6% |
| Participant deferral / active EE | $9,367 | $5,948+57.5% | $5,198+80.2% | $5,850+60.1% |
| Admin fee / account holder | $3 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |