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 | $110,808 | $109,982+0.8% | $97,226+14.0% | $145,922-24.1% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.03% | 242.90%-232.9pp | 75.13%-65.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,119 | $3,084+98.4% | $2,729+124.2% | $4,660+31.3% |
| Participant deferral / active EE | $27,171 | $4,676+481.1% | $4,264+537.3% | $6,688+306.3% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |