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 | $533,320 | $150,440+254.5% | $136,294+291.3% | $147,584+261.4% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 21.35% | 1049.08%-1027.7pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,178 | $5,256-77.6% | $4,695-74.9% | $4,876-75.8% |
| Participant deferral / active EE | $7,999 | $6,630+20.6% | $6,247+28.0% | $5,439+47.1% |
| Admin fee / account holder | -$591 | $10,905-105.4% | $9,243-106.4% | $10,885-105.4% |