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 4-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 | $141,050 | $96,635+46.0% | $86,612+62.9% | $139,434+1.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 55360.09% | 106.41%+55253.7pp | 591.07%+54769.0pp | 372.94%+54987.1pp |
| Employer contribution / active EE | $1,117 | $3,263-65.8% | $3,022-63.0% | $4,751-76.5% |
| Participant deferral / active EE | $3,750 | $4,836-22.5% | $4,438-15.5% | $6,710-44.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |