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 | $37,283 | $111,535-66.6% | $105,223-64.6% | $137,256-72.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.69% | 237.85%-233.2pp | 180.65%-176.0pp | 220.34%-215.6pp |
| Employer contribution / active EE | $8,269 | $3,939+109.9% | $3,689+124.2% | $4,156+99.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $193 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |