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.
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 | $23,059 | $177,572-87.0% | $154,803-85.1% | $142,382-83.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 34.16% | 65.07%-30.9pp | 58.88%-24.7pp | 217.08%-182.9pp |
| Employer contribution / active EE | $2,553 | $4,810-46.9% | $4,305-40.7% | $4,299-40.6% |
| Participant deferral / active EE | $4,990 | $6,272-20.4% | $5,540-9.9% | $6,507-23.3% |
| Admin fee / account holder | $36 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |