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 | $238,546 | $202,318+17.9% | $172,739+38.1% | $152,861+56.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 23.99% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,571 | $5,856-56.1% | $5,143-50.0% | $4,762-46.0% |
| Participant deferral / active EE | $7,921 | $5,948+33.2% | $5,198+52.4% | $5,850+35.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |