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 | $236,064 | $110,257+114.1% | $96,544+144.5% | $139,434+69.3% |
| Participation rate | 43.8% | 78.1%-34.3pp | 76.0%-32.2pp | 80.3%-36.6pp |
| Annual return | 16.92% | 26.32%-9.4pp | 25.84%-8.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,673 | $3,620-26.1% | $2,965-9.8% | $4,751-43.7% |
| Participant deferral / active EE | $6,941 | $5,548+25.1% | $4,851+43.1% | $6,710+3.4% |
| Admin fee / account holder | $10 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |