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 | $177,856 | $74,888+137.5% | $71,209+149.8% | $142,382+24.9% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | -38.14% | 345.14%-383.3pp | 282.51%-320.7pp | 217.08%-255.2pp |
| Employer contribution / active EE | $1,253 | $2,854-56.1% | $2,721-53.9% | $4,299-70.9% |
| Participant deferral / active EE | $4,898 | $4,454+10.0% | $4,175+17.3% | $6,507-24.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |