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 | $126,602 | $150,440-15.8% | $136,294-7.1% | $147,584-14.2% |
| Participation rate | 14.3% | 84.4%-70.1pp | 81.9%-67.6pp | 82.8%-68.5pp |
| Annual return | 11.86% | 1049.08%-1037.2pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $36 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |