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 9-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 | $39,489 | $34,308+15.1% | $74,701-47.1% | $72,985-45.9% |
| Participation rate | 37.1% | 42.4%-5.3pp | 54.5%-17.3pp | 69.5%-32.3pp |
| Annual return | 24.05% | 26.58%-2.5pp | 752.92%-728.9pp | 81.00%-56.9pp |
| Employer contribution / active EE | $525 | $692-24.2% | $1,084-51.6% | $2,440-78.5% |
| Participant deferral / active EE | $701 | $1,271-44.9% | $1,964-64.3% | $3,607-80.6% |
| Admin fee / account holder | $92 | $2,124-95.7% | $3,333-97.2% | $5,124-98.2% |