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 | $234,839 | $150,440+56.1% | $136,294+72.3% | $147,584+59.1% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 20.37% | 1049.08%-1028.7pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,962 | $5,256-24.6% | $4,695-15.6% | $4,876-18.8% |
| Participant deferral / active EE | $8,680 | $6,630+30.9% | $6,247+38.9% | $5,439+59.6% |
| Admin fee / account holder | $137 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |