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 | $99,349 | $160,055-37.9% | $140,016-29.0% | $135,375-26.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 91.59% | 911.38%-819.8pp | 651.12%-559.5pp | 519.73%-428.1pp |
| Employer contribution / active EE | $7,489 | $6,420+16.6% | $5,606+33.6% | $4,779+56.7% |
| Participant deferral / active EE | $9,250 | $7,642+21.0% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |