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 | $216,738 | $150,440+44.1% | $136,294+59.0% | $147,584+46.9% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | -15.39% | 1049.08%-1064.5pp | 5155.94%-5171.3pp | 578.55%-593.9pp |
| Employer contribution / active EE | $2,167 | $5,256-58.8% | $4,695-53.8% | $4,876-55.6% |
| Participant deferral / active EE | $9,294 | $6,630+40.2% | $6,247+48.8% | $5,439+70.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |