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 | $395,724 | $104,486+278.7% | $76,817+415.2% | $152,861+158.9% |
| Participation rate | 44.4% | 76.6%-32.1pp | 72.1%-27.6pp | 82.4%-38.0pp |
| Annual return | 28.10% | 1013.37%-985.3pp | 1166.11%-1138.0pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,664 | $3,116-46.6% | $2,302-27.7% | $4,762-65.1% |
| Participant deferral / active EE | $6,996 | $4,236+65.2% | $3,336+109.7% | $5,850+19.6% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |