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 | $43,008 | $150,440-71.4% | $136,294-68.4% | $147,584-70.9% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 41.63% | 1049.08%-1007.4pp | 5155.94%-5114.3pp | 578.55%-536.9pp |
| Employer contribution / active EE | $7,402 | $5,256+40.8% | $4,695+57.7% | $4,876+51.8% |
| Participant deferral / active EE | $19,943 | $6,630+200.8% | $6,247+219.2% | $5,439+266.7% |
| Admin fee / account holder | $9 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |