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 | $169,032-72.4% | $129,207-63.8% | $145,922-68.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.43% | 14330.11%-14329.7pp | 9417.33%-9416.9pp | 561.29%-560.9pp |
| Employer contribution / active EE | $20,210 | $5,537+265.0% | $4,153+386.6% | $4,660+333.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $78 | $9,954-99.2% | $7,715-99.0% | $13,397-99.4% |