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 | $217,521 | $202,318+7.5% | $172,739+25.9% | $152,861+42.3% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.4%-29.8pp |
| Annual return | 14.51% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,571 | $5,856-73.2% | $5,143-69.5% | $4,762-67.0% |
| Participant deferral / active EE | $3,026 | $5,948-49.1% | $5,198-41.8% | $5,850-48.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |