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 | $26,153 | $114,381-77.1% | $107,525-75.7% | $142,382-81.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 2.33% | 242.71%-240.4pp | 181.32%-179.0pp | 217.08%-214.7pp |
| Employer contribution / active EE | $8,970 | $4,015+123.4% | $3,754+139.0% | $4,299+108.7% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $36 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |