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 | $47,277 | $189,613-75.1% | $167,512-71.8% | $142,382-66.8% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 20.17% | 2024.68%-2004.5pp | 1615.79%-1595.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $847 | $4,349-80.5% | $3,882-78.2% | $4,299-80.3% |
| Participant deferral / active EE | $1,288 | $6,981-81.5% | $6,405-79.9% | $6,507-80.2% |
| Admin fee / account holder | $24 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |