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 | $210,682 | $157,256+34.0% | $141,162+49.2% | $152,861+37.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 29.05% | 64.32%-35.3pp | 71.39%-42.3pp | 345.32%-316.3pp |
| Employer contribution / active EE | $7,963 | $5,261+51.4% | $4,735+68.2% | $4,762+67.2% |
| Participant deferral / active EE | $9,600 | $7,109+35.0% | $6,709+43.1% | $5,850+64.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |