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 9-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 | $422,464 | $74,888+464.1% | $71,209+493.3% | $142,382+196.7% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.1%-72.4pp |
| Annual return | 15.71% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $544 | $2,854-80.9% | $2,721-80.0% | $4,299-87.3% |
| Participant deferral / active EE | $2,499 | $4,454-43.9% | $4,175-40.2% | $6,507-61.6% |
| Admin fee / account holder | $120 | $5,568-97.8% | $5,349-97.8% | $12,624-99.0% |