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 8-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 | $399,372 | $202,318+97.4% | $172,739+131.2% | $152,861+161.3% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 602.54% | 1029.65%-427.1pp | 802.84%-200.3pp | 345.32%+257.2pp |
| Employer contribution / active EE | $3,200 | $5,856-45.4% | $5,143-37.8% | $4,762-32.8% |
| Participant deferral / active EE | $5,949 | $5,9480% | $5,198+14.5% | $5,850+1.7% |
| Admin fee / account holder | $87 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |