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 | $52,482 | $150,440-65.1% | $136,294-61.5% | $147,584-64.4% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 33.28% | 1049.08%-1015.8pp | 5155.94%-5122.7pp | 578.55%-545.3pp |
| Employer contribution / active EE | $3,638 | $5,256-30.8% | $4,695-22.5% | $4,876-25.4% |
| Participant deferral / active EE | $9,400 | $6,630+41.8% | $6,247+50.5% | $5,439+72.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |