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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,239 | $100,852+18.2% | $90,404+31.9% | $158,922-25.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 26.50% | 1724.20%-1697.7pp | 1293.02%-1266.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $320 | $3,689-91.3% | $3,262-90.2% | $4,761-93.3% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,963+64.0% | $5,982+8.7% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |