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 | $35,350 | $30,400+16.3% | $53,898-34.4% | $84,808-58.3% |
| Participation rate | 10.6% | 46.4%-35.8pp | 55.0%-44.4pp | 68.3%-57.7pp |
| Annual return | 20.11% | 500.19%-480.1pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $243 | $603-59.7% | $932-73.9% | $2,631-90.8% |
| Participant deferral / active EE | $345 | $1,199-71.2% | $1,826-81.1% | $4,212-91.8% |
| Admin fee / account holder | $14 | $1,993-99.3% | $2,491-99.4% | $7,344-99.8% |