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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,997 | $176,662+30.2% | $130,648+76.0% | $152,861+50.5% |
| Participation rate | 35.7% | 79.0%-43.2pp | 71.7%-36.0pp | 82.4%-46.7pp |
| Annual return | 25.96% | 2692.24%-2666.3pp | 1708.96%-1683.0pp | 345.32%-319.4pp |
| Employer contribution / active EE | $417 | $5,742-92.7% | $4,092-89.8% | $4,762-91.3% |
| Participant deferral / active EE | $6,302 | $4,361+44.5% | $3,603+74.9% | $5,850+7.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |