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 | $22,185 | $177,572-87.5% | $154,803-85.7% | $142,382-84.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -5.62% | 65.07%-70.7pp | 58.88%-64.5pp | 217.08%-222.7pp |
| Employer contribution / active EE | $13,528 | $4,810+181.2% | $4,305+214.2% | $4,299+214.7% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $11 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |