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 | $219,557 | $150,440+45.9% | $136,294+61.1% | $147,584+48.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.07% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,591 | $5,256-50.7% | $4,695-44.8% | $4,876-46.9% |
| Participant deferral / active EE | $8,100 | $6,630+22.2% | $6,247+29.7% | $5,439+48.9% |
| Admin fee / account holder | $48 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |