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 | $11,911 | $76,738-84.5% | $56,411-78.9% | $145,922-91.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | -0.72% | 2994.23%-2994.9pp | 1701.33%-1702.0pp | 561.29%-562.0pp |
| Employer contribution / active EE | $4,247 | $1,380+207.8% | $1,039+308.9% | $4,660-8.8% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $59 | $3,334-98.2% | $2,829-97.9% | $13,397-99.6% |