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 | $212,180 | $110,261+92.4% | $95,745+121.6% | $139,434+52.2% |
| Participation rate | 20.0% | 75.8%-55.8pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 15.64% | 27.11%-11.5pp | 28.35%-12.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $426 | $3,257-86.9% | $2,835-85.0% | $4,751-91.0% |
| Participant deferral / active EE | $1,000 | $4,676-78.6% | $4,245-76.4% | $6,710-85.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |