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 | $189,679 | $202,318-6.2% | $172,739+9.8% | $152,861+24.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 20.79% | 1029.65%-1008.9pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,110 | $5,856-64.0% | $5,143-59.0% | $4,762-55.7% |
| Participant deferral / active EE | $5,720 | $5,948-3.8% | $5,198+10.0% | $5,850-2.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |