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.
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 | $155,918 | $88,751+75.7% | $81,812+90.6% | $145,922+6.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 12.12% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $14,500 | $3,083+370.3% | $2,912+397.9% | $4,660+211.2% |
| Participant deferral / active EE | $10,000 | $4,643+115.4% | $4,319+131.6% | $6,688+49.5% |
| Admin fee / account holder | $264 | $8,415-96.9% | $7,386-96.4% | $13,397-98.0% |