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 6-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 | $228,114 | $81,625+179.5% | $58,482+290.1% | $139,434+63.6% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 16.90% | 7404.20%-7387.3pp | 4239.32%-4222.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $743 | $1,398-46.9% | $1,053-29.4% | $4,751-84.4% |
| Participant deferral / active EE | $8,277 | $2,557+223.8% | $1,924+330.2% | $6,710+23.4% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |