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 7-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 | $253,904 | $210,648+20.5% | $177,989+42.7% | $145,922+74.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.11% | 385.86%-369.7pp | 294.48%-278.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $5,469 | $4,565+19.8% | $3,949+38.5% | $4,660+17.4% |
| Participant deferral / active EE | $11,500 | $6,958+65.3% | $6,276+83.2% | $6,688+72.0% |
| Admin fee / account holder | $120 | $12,013-99.0% | $10,363-98.8% | $13,397-99.1% |