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 | $151,841 | $84,402+79.9% | $61,373+147.4% | $134,475+12.9% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | 79.38% | 584.55%-505.2pp | 338.61%-259.2pp | 417.96%-338.6pp |
| Employer contribution / active EE | $532 | $1,544-65.6% | $1,159-54.1% | $4,740-88.8% |
| Participant deferral / active EE | $532 | $2,819-81.1% | $2,125-75.0% | $6,400-91.7% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |