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 | $211,031 | $150,440+40.3% | $136,294+54.8% | $147,584+43.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 43.00% | 1049.08%-1006.1pp | 5155.94%-5112.9pp | 578.55%-535.5pp |
| Employer contribution / active EE | $1,455 | $5,256-72.3% | $4,695-69.0% | $4,876-70.2% |
| Participant deferral / active EE | $11,252 | $6,630+69.7% | $6,247+80.1% | $5,439+106.9% |
| Admin fee / account holder | $157 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |