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 | $190,438 | $150,440+26.6% | $136,294+39.7% | $147,584+29.0% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 18.55% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,053 | $5,256-80.0% | $4,695-77.6% | $4,876-78.4% |
| Participant deferral / active EE | $2,273 | $6,630-65.7% | $6,247-63.6% | $5,439-58.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |