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 | $47,348 | $106,584-55.6% | $101,326-53.3% | $142,382-66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 1.57% | 36.93%-35.4pp | 36.82%-35.2pp | 217.08%-215.5pp |
| Employer contribution / active EE | $30,546 | $3,956+672.2% | $3,665+733.4% | $4,299+610.5% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $28 | $11,446-99.8% | $11,185-99.7% | $12,624-99.8% |