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.
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 | $46,733 | $169,161-72.4% | $129,295-63.9% | $145,959-68.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.43% | 14348.07%-14347.6pp | 9429.28%-9428.9pp | 561.95%-561.5pp |
| Employer contribution / active EE | $20,210 | $5,543+264.6% | $4,157+386.2% | $4,661+333.6% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $78 | $9,878-99.2% | $7,665-99.0% | $13,398-99.4% |