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 | $172,006 | $171,865+0.1% | $149,718+14.9% | $147,584+16.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 20.26% | 2113.22%-2093.0pp | 1501.63%-1481.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,850 | $6,275-38.6% | $5,445-29.3% | $4,876-21.0% |
| Participant deferral / active EE | $6,317 | $7,271-13.1% | $6,569-3.8% | $5,439+16.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |