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 | $74,347 | $150,440-50.6% | $136,294-45.5% | $147,584-49.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 28.84% | 1049.08%-1020.2pp | 5155.94%-5127.1pp | 578.55%-549.7pp |
| Employer contribution / active EE | $15,855 | $5,256+201.6% | $4,695+237.7% | $4,876+225.1% |
| Participant deferral / active EE | $9,014 | $6,630+35.9% | $6,247+44.3% | $5,439+65.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |