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 | $263,490 | $160,055+64.6% | $140,016+88.2% | $135,375+94.6% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $10,156 | $6,420+58.2% | $5,606+81.2% | $4,779+112.5% |
| Participant deferral / active EE | $13,002 | $7,642+70.2% | $6,927+87.7% | $5,609+131.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |