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 | $278,350 | $226,064+23.1% | $182,532+52.5% | $152,861+82.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 23.06% | 192.51%-169.4pp | 148.54%-125.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,194 | $4,978-55.9% | $4,076-46.2% | $4,762-53.9% |
| Participant deferral / active EE | $11,587 | $6,368+82.0% | $5,524+109.8% | $5,850+98.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |