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 7-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 | $94,929 | $189,613-49.9% | $167,512-43.3% | $142,382-33.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 16.52% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,990 | $4,349-31.2% | $3,882-23.0% | $4,299-30.5% |
| Participant deferral / active EE | $3,738 | $6,981-46.5% | $6,405-41.6% | $6,507-42.6% |
| Admin fee / account holder | $112 | $10,528-98.9% | $9,769-98.9% | $12,624-99.1% |