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 9-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 | $433,437-100.0% | $415,992-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 91.5%-91.5pp | 89.9%-89.9pp | 89.3%-89.3pp |
| Annual return | -9.55% | -3.67%-5.9pp | -4.46%-5.1pp | 101.52%-111.1pp |
| Employer contribution / active EE | $102,183 | $19,293+429.6% | $19,238+431.2% | $22,406+356.1% |
| Participant deferral / active EE | $0 | $11,520-100.0% | $11,096-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $6,482-100.0% | $12,578-100.0% |