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 | $247,142 | $183,519+34.7% | $155,509+58.9% | $145,922+69.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 25.50% | 61.17%-35.7pp | 64.67%-39.2pp | 561.29%-535.8pp |
| Employer contribution / active EE | $10,179 | $5,313+91.6% | $4,672+117.8% | $4,660+118.4% |
| Participant deferral / active EE | $19,983 | $6,462+209.2% | $5,626+255.2% | $6,688+198.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |