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 6-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 | $654,099 | $169,032+287.0% | $129,207+406.2% | $145,922+348.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 43.68% | 14330.11%-14286.4pp | 9417.33%-9373.6pp | 561.29%-517.6pp |
| Employer contribution / active EE | $23,000 | $5,537+315.4% | $4,153+453.8% | $4,660+393.6% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,168+175.9% | $6,688+72.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |