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 | $75,779 | $214,378-64.7% | $200,582-62.2% | $142,382-46.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.16% | 46.41%-35.2pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,500 | $6,841-63.5% | $6,419-61.1% | $4,299-41.8% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $290 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |