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 | $236,149 | $84,695+178.8% | $73,843+219.8% | $125,391+88.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 49.37% | 3123.53%-3074.2pp | 2267.84%-2218.5pp | 282.22%-232.9pp |
| Employer contribution / active EE | $3,278 | $3,123+5.0% | $2,787+17.6% | $4,866-32.6% |
| Participant deferral / active EE | $12,148 | $3,992+204.3% | $3,583+239.0% | $5,352+127.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |