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 | $104,633 | $150,440-30.4% | $136,294-23.2% | $147,584-29.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 25.93% | 1049.08%-1023.2pp | 5155.94%-5130.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $6,453 | $5,256+22.8% | $4,695+37.4% | $4,876+32.3% |
| Participant deferral / active EE | $13,476 | $6,630+103.2% | $6,247+115.7% | $5,439+147.8% |
| Admin fee / account holder | $53 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |