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 | $21,267 | $189,613-88.8% | $167,512-87.3% | $142,382-85.1% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 19.77% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,270 | $4,349-70.8% | $3,882-67.3% | $4,299-70.5% |
| Participant deferral / active EE | $1,270 | $6,981-81.8% | $6,405-80.2% | $6,507-80.5% |
| Admin fee / account holder | $6 | $10,528-99.9% | $9,769-99.9% | $12,624-100.0% |