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 | $55,248 | $189,613-70.9% | $167,512-67.0% | $142,382-61.2% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.1%-7.8pp | 80.1%-10.9pp |
| Annual return | 96.06% | 2024.68%-1928.6pp | 1615.79%-1519.7pp | 217.08%-121.0pp |
| Employer contribution / active EE | $2,862 | $4,349-34.2% | $3,882-26.3% | $4,299-33.4% |
| Participant deferral / active EE | $3,489 | $6,981-50.0% | $6,405-45.5% | $6,507-46.4% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |