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 | $166,470 | $92,703+79.6% | $82,719+101.2% | $134,475+23.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.39% | 944.92%-967.3pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $8,760 | $3,274+167.6% | $3,009+191.1% | $4,740+84.8% |
| Participant deferral / active EE | $11,875 | $4,802+147.3% | $4,395+170.2% | $6,400+85.6% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |