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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,641 | $171,865+5.7% | $149,718+21.3% | $147,584+23.1% |
| Participation rate | 16.7% | 88.2%-71.5pp | 87.1%-70.4pp | 82.8%-66.2pp |
| Annual return | 4.31% | 2113.22%-2108.9pp | 1501.63%-1497.3pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,663 | $6,275-73.5% | $5,445-69.5% | $4,876-65.9% |
| Participant deferral / active EE | $4,758 | $7,271-34.6% | $6,569-27.6% | $5,439-12.5% |
| Admin fee / account holder | $92 | $13,799-99.3% | $11,283-99.2% | $10,885-99.2% |