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 | $43,240 | $150,440-71.3% | $136,294-68.3% | $147,584-70.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 23.81% | 1049.08%-1025.3pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,974 | $5,256-62.5% | $4,695-58.0% | $4,876-59.5% |
| Participant deferral / active EE | $8,651 | $6,630+30.5% | $6,247+38.5% | $5,439+59.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |