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.
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 | $163,815 | $159,602+2.6% | $150,045+9.2% | $142,382+15.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 53.05% | 70.24%-17.2pp | 62.55%-9.5pp | 217.08%-164.0pp |
| Employer contribution / active EE | $61,667 | $4,961+1143.1% | $4,693+1214.0% | $4,299+1334.4% |
| Participant deferral / active EE | $18,167 | $8,310+118.6% | $7,997+127.2% | $6,507+179.2% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |