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 | $79,672 | $81,625-2.4% | $58,482+36.2% | $139,434-42.9% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 13.68% | 7404.20%-7390.5pp | 4239.32%-4225.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,300 | $1,398+136.0% | $1,053+213.3% | $4,751-30.5% |
| Participant deferral / active EE | $10,676 | $2,557+317.6% | $1,924+454.9% | $6,710+59.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |