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 | $47,736 | $201,272-76.3% | $184,203-74.1% | $145,922-67.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.94% | 29.00%-24.1pp | 28.81%-23.9pp | 561.29%-556.3pp |
| Employer contribution / active EE | $77,904 | $7,022+1009.5% | $6,427+1112.1% | $4,660+1571.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $268 | $16,364-98.4% | $13,901-98.1% | $13,397-98.0% |