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 | $325,524 | $165,335+96.9% | $149,696+117.5% | $158,922+104.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.69% | 348.15%-335.5pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,465 | $5,103-51.7% | $4,644-46.9% | $4,761-48.2% |
| Participant deferral / active EE | $10,830 | $7,181+50.8% | $6,842+58.3% | $5,982+81.0% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |