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 | $345,059 | $210,648+63.8% | $177,989+93.9% | $145,922+136.5% |
| Participation rate | 31.3% | 80.8%-49.5pp | 77.1%-45.8pp | 80.3%-49.0pp |
| Annual return | 16.71% | 385.86%-369.2pp | 294.48%-277.8pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,097 | $4,565-54.1% | $3,949-46.9% | $4,660-55.0% |
| Participant deferral / active EE | $7,946 | $6,958+14.2% | $6,276+26.6% | $6,688+18.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |