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 | $79,753 | $99,020-19.5% | $86,590-7.9% | $147,584-46.0% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | -25.33% | 1312.34%-1337.7pp | 964.84%-990.2pp | 578.55%-603.9pp |
| Employer contribution / active EE | $990 | $3,132-68.4% | $2,839-65.1% | $4,876-79.7% |
| Participant deferral / active EE | $1,693 | $3,972-57.4% | $3,609-53.1% | $5,439-68.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |