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 | $227,813 | $100,852+125.9% | $90,404+152.0% | $158,922+43.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 33.90% | 1724.20%-1690.3pp | 1293.02%-1259.1pp | 302.83%-268.9pp |
| Employer contribution / active EE | $4,272 | $3,689+15.8% | $3,262+31.0% | $4,761-10.3% |
| Participant deferral / active EE | $11,606 | $4,348+166.9% | $3,963+192.8% | $5,982+94.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |