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 | $340,519 | $171,865+98.1% | $149,718+127.4% | $147,584+130.7% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 23.68% | 2113.22%-2089.5pp | 1501.63%-1478.0pp | 578.55%-554.9pp |
| Employer contribution / active EE | $8,450 | $6,275+34.7% | $5,445+55.2% | $4,876+73.3% |
| Participant deferral / active EE | $4,997 | $7,271-31.3% | $6,569-23.9% | $5,439-8.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |