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 | $100,329 | $150,440-33.3% | $136,294-26.4% | $147,584-32.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 25.44% | 1049.08%-1023.6pp | 5155.94%-5130.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $5,820 | $5,256+10.7% | $4,695+24.0% | $4,876+19.4% |
| Participant deferral / active EE | $11,011 | $6,630+66.1% | $6,247+76.3% | $5,439+102.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |