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 | $86,953 | $150,440-42.2% | $136,294-36.2% | $147,584-41.1% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 19.91% | 1049.08%-1029.2pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,206 | $5,256-58.0% | $4,695-53.0% | $4,876-54.8% |
| Participant deferral / active EE | $7,509 | $6,630+13.2% | $6,247+20.2% | $5,439+38.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |