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 | $138,856 | $160,055-13.2% | $140,016-0.8% | $135,375+2.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -32.80% | 911.38%-944.2pp | 651.12%-683.9pp | 519.73%-552.5pp |
| Employer contribution / active EE | $8,061 | $6,420+25.6% | $5,606+43.8% | $4,779+68.7% |
| Participant deferral / active EE | $13,474 | $7,642+76.3% | $6,927+94.5% | $5,609+140.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |