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 | $165,599 | $150,440+10.1% | $136,294+21.5% | $147,584+12.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 20.49% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,627 | $5,256-50.0% | $4,695-44.0% | $4,876-46.1% |
| Participant deferral / active EE | $6,786 | $6,630+2.3% | $6,247+8.6% | $5,439+24.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |