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 | $86,915 | $202,318-57.0% | $172,739-49.7% | $152,861-43.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 19.96% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,631 | $5,856-38.0% | $5,143-29.4% | $4,762-23.8% |
| Participant deferral / active EE | $4,868 | $5,948-18.2% | $5,198-6.3% | $5,850-16.8% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |