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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $670,669-100.0% | $646,305-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 94.1%-94.1pp | 91.9%-91.9pp | 89.6%-89.6pp |
| Annual return | -6.23% | 8.89%-15.1pp | 8.68%-14.9pp | 10.38%-16.6pp |
| Employer contribution / active EE | $69,119 | $23,417+195.2% | $22,738+204.0% | $19,351+257.2% |
| Participant deferral / active EE | $0 | $6,069-100.0% | $5,920-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $18,821-100.0% | $18,028-100.0% | $14,894-100.0% |