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 | $113,467 | $202,318-43.9% | $172,739-34.3% | $152,861-25.8% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 19.21% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,441 | $5,856-75.4% | $5,143-72.0% | $4,762-69.8% |
| Participant deferral / active EE | $7,621 | $5,948+28.1% | $5,198+46.6% | $5,850+30.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |